Financial Wellness Representative

AO Globe Life; Seattle (WA); Remote; USD 40,000 - 90,000; Part time

Benefits offered by this job

Remote position

Warm leads

Weekly pay

Unlimited earnings

Medical premium reimbursement

Online training

Daily coaching

Mentorship

Incentives

No overhead

Job summary

AO Globe Life is seeking a Client Benefits Representative for a 100% remote, independent contractor role in the United States. You will engage with prospective clients, perform virtual needs assessments, and educate on life, accident, and supplemental health insurance options.

Warm leads and comprehensive training support your success. In this position, you will schedule virtual appointments, identify client needs, explain benefits, and help clients make informed decisions.

Qualifications

• Strong communication and active-listening skills.
• Professional, helpful, and client-first attitude.
• Reliable follow-up and attention to detail.
• Comfortable using virtual tools and computer systems.
• Self-motivated and goal-oriented.
• Ability to work independently and as part of a team.

Responsibilities

• Connect with prospective clients using warm company-provided leads.
• Schedule and conduct virtual appointments.
• Identify customer needs through professional conversations.
• Explain insurance benefits and available coverage options.
• Help clients make informed decisions.
• Follow up with clients to provide a high-quality experience.
• Keep accurate records and organize client communication.
• Participate in training, coaching, and team meetings.

Skills

Strong communication

Active listening

Client-first attitude

Reliability

Independent worker

Team collaboration

Job description

Position Overview

AO Globe Life is looking for a Client Benefits Representative to support clients as they explore insurance coverage options for themselves and their families. This remote position involves connecting with prospective clients, conducting virtual needs assessments, and providing education about life, accident, and supplemental health insurance.

You will have access to warm leads, comprehensive training, daily coaching, and a team committed to helping you succeed.

Responsibilities

• Connect with prospective clients using warm company-provided leads
• Schedule and conduct virtual appointments
• Identify customer needs through professional conversations
• Explain insurance benefits and available coverage options
• Help clients make informed decisions
• Follow up with clients to provide a high-quality experience
• Keep accurate records and organize client communication
• Participate in training, coaching, and team meetings

What We Offer

• 100% remote position
• Warm leads provided
• Weekly pay
• Unlimited earning potential
• Medical premium reimbursement
• Comprehensive online training
• Daily coaching and mentorship
• Performance incentive opportunities
• No overhead costs
• OPEIU Local 277 union representation
• A stable organization with a 70-year commitment to members and families

Qualifications

• Strong communication and active-listening skills
• Professional, helpful, and client-first attitude
• Reliable follow-up and attention to detail
• Comfortable using virtual tools and computer systems
• Self-motivated and goal-oriented
• Ability to work independently and as part of a team

Important Information About This Opportunity

This is a 100% remote, independent contractor opportunity with American Income Life / Globe Life. Compensation is commission-based and performance-driven; this is not an hourly or salaried position.

Candidates selected to move forward should be prepared to:

• Be at least 18 years of age and legally eligible to work in the United States
• Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace
• Complete required training and participate in virtual meetings
• Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities
• Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate's expense

No prior insurance experience is required. Training, mentorship, licensing guidance, and ongoing professional development are provided.

This opportunity is best suited for individuals who are self-motivated, coachable, comfortable working independently, and interested in a performance-based career with opportunities for professional growth and advancement.

American Income Life / Globe Life is committed to providing equal opportunity without regard to race, color, religion, sex, national origin, age, disability, veteran status, or other characteristics protected by applicable law.

Specific licensing requirements, fees, compensation, and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process.