WFH Financial Solutions Associate

AO Globe Life; Boston (MA); Remote; USD 27,000 - 82,000; Full time

Benefits offered by this job

100% remote

Warm leads provided

Weekly paychecks

Medical insurance premium reimbursemen

Online learning resources

Daily coaching and mentorship

Performance incentive programs

No overhead costs

Union representation through OPEIU Loc

Job summary

AO Globe Life is seeking Client Relationship Associates to connect with prospective clients and educate them about life, accident, and supplemental health insurance options. This is a fully remote role focused on building relationships and guiding families to suitable protections.

You will receive warm leads, structured training, ongoing mentorship, and a path for professional growth in a performance-based career.

Qualifications

• Excellent written and verbal communication skills.
• Strong listening skills and client focus.
• High attention to detail in documentation and follow-up.
• Self-motivation with the ability to work independently.
• Proven problem-solving abilities in a remote setup.
• Familiarity with remote platforms and basic computer tasks.

Responsibilities

• Connect with prospective clients from warm leads provided by the company.
• Schedule virtual meetings and follow up consistently.
• Complete customer-focused needs reviews.
• Educate clients about insurance options and benefits.
• Recommend appropriate products and services.
• Provide a professional, supportive experience from first conversation through follow-up.

Skills

Written communication

Verbal communication

Active listening

Attention to detail

Self-motivated

Problem solving

Remote platforms

Job description

Build professional relationships, help families understand their options, and grow in a fully remote career.

AO Globe Life is hiring Client Relationship Associates to connect with prospective clients and provide education around life, accident, and supplemental health insurance solutions.

This role is a great fit for driven individuals who are ready to build communication, sales, and leadership skills within a stable organization. You will receive warm leads, structured training, ongoing mentorship, and the tools needed to create a successful client experience.

What You’ll Do

• Connect with prospective clients from company-provided warm leads
• Schedule virtual meetings and follow up consistently
• Complete customer-focused needs reviews
• Educate clients about insurance options and benefits
• Recommend appropriate products and services
• Provide a professional, supportive experience from first conversation through follow-up

What We Offer

• 100% remote opportunity
• Warm leads provided
• Weekly paychecks with unlimited earning potential
• Medical insurance premium reimbursement
• Online learning resources and comprehensive training
• Daily coaching and mentorship
• Performance incentive programs
• No overhead costs
• Union representation through OPEIU Local 277
• A stable organization with a 70-year commitment to serving members and families

What You Bring

• Excellent written, verbal, and listening skills
• A client-centered and people-oriented approach
• Strong attention to detail
• Initiative and effective problem-solving abilityli>Confidence learning computer functions and remote platforms
• Ability to perform independently and contribute to 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.