Virtual Financial Services Associate

Role Summary

AO Globe Life is seeking a Virtual Financial Services Associate to support clients as they explore insurance products designed to help protect their financial well-being. You will work remotely with individuals and families, conduct needs-based conversations, and explain available coverage options.

This role is ideal for candidates who are driven, professional, and interested in building a career through strong communication, client service, and ongoing personal development.

Responsibilities

• Work with prospective clients from company-provided warm leads
• Schedule and complete virtual appointments
• Conduct customer-focused needs reviews
• Explain life, accident, and supplemental health insurance options
• Assist clients with understanding product benefits
• Provide clear communication and timely follow-up
• Maintain accurate client records
• Participate in ongoing coaching, training, and leadership development

Requirements

• Excellent written, verbal, and listening skills
• Strong people skills and client-focused mindset
• Detail-oriented and organized
• Comfortable using virtual meeting platforms and computer systems
• Proactive and solution-focused
• Able to work effectively on an independent basis and within a team

Benefits

• Fully remote work environment
• Warm leads provided
• Weekly pay structure
• Unlimited earning potential
• Medical premium reimbursement
• Online training and resources
• Daily coaching and professional mentorship
• Performance incentive programs
• No overhead expenses
• OPEIU Local 277 union representation
• Opportunity with a stable organization serving members 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