Virtual Financial Services Associate

AIL; United States; Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Fully remote work

Warm leads provided

Weekly pay

Unlimited earning potential

Medical premium reimbursement

Online training

Daily coaching

Performance incentives

No overhead expenses

Union representation

70 years stability

Job 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.

Qualifications

• 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.

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.

Skills

Excellent communication

People skills

Detail-oriented

Virtual meetings

Independent worker

Proactive mindset

Job description

Position Overview

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

What We Offer

• 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

Qualifications

• 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