Financial Services Client Representative

Role Summary

AO Globe Life is hiring a Financial Services Client Representative to help clients understand insurance solutions that may support their families’ financial well-being. You will work remotely, speak with prospective clients through virtual appointments, and provide clear information about life, supplemental health, and accident insurance.

This opportunity offers a supportive environment for candidates ready to build communication, client-service, and professional sales skills.

Responsibilities

• Work with warm leads supplied by the company
• Schedule and conduct virtual appointments
• Complete client-focused needs reviews
• Explain insurance options in a clear and professional manner
• Answer client questions and provide helpful guidance
• Follow up consistently with prospective clients
• Build strong client relationships through excellent service
• Participate in regular training, coaching, and team meetings

Requirements

• Excellent communication and interpersonal skills
• Strong listening and customer-service ability
• Detail-oriented, professional, and reliable
• Comfortable with virtual meeting platforms and computer systems
• Self-motivated with a positive attitude
• Able to work independently and as part of a remote team

Benefits

• 100% remote work opportunity
• Company-provided warm leads
• Weekly compensation
• Unlimited earning potential
• Medical insurance premium reimbursement
• Comprehensive online training
• Daily coaching and mentorship
• Performance incentives
• No overhead expenses
• OPEIU Local 277 union representation
• Opportunity with a stable organization serving members and families for 70 years

About the Company

Our culture is built around

We invest in motivated professionals who want to develop their skills and build a long-term career.

Why Join AO?

🏡 100% Remote Work

Build your career from home while remaining connected through a modern virtual work environment.

Representatives have access to company-provided client opportunities , including individuals seeking information regarding available benefits.

Exceptional client service

Integrity and professionalism

Long-term relationships

Mentorship and coaching

Personal accountability

Continuous professional development

Performance-based advancement

Leadership growth

Work remotely within the United States

No daily commute

Flexible scheduling

Virtual client appointments

Modern digital business tools

Collaborative remote team environment

📞 Qualified Client Opportunities