Work-From-Home Financial Solutions Associate

AO Globe Life; San Bernardino (CA); Remote; USD 27,000 - 82,000; Part time

Benefits offered by this job

Remote work

Weekly paychecks

Unlimited earnings

Medical premium reimbursement

Online training

Job summary

AO Globe Life is seeking a Client Success Consultant to educate and support individuals and families evaluating life, accident, and health coverage. You will meet clients virtually, identify priorities, and clearly explain options in a professional manner.

This 100% remote, independent contractor role offers training, mentorship, and performance-based incentives, with leads provided and ongoing professional development opportunities.

Qualifications

• Excellent written, verbal and listening skills.
• Client-centered communication style.
• Strong attention to detail and organization.
• Comfortable using online systems and virtual platforms.
• Dependable, coachable and goal-oriented.
• Ability to work independently while staying engaged with a team.

Responsibilities

• Connect with prospective clients via warm leads.
• Schedule virtual client appointments and conduct needs-based discussions.
• Educate clients about insurance products and benefits.
• Answer questions and provide professional guidance.
• Follow up to maintain a positive client experience.
• Maintain accurate client records and documentation.
• Attend training, coaching and team meetings.

Skills

Exceptional written communication

Verbal communication

Active listening

Attention to detail

Independent work

Team engagement

Proficient with online systems

Job description

Position Overview

AO Globe Life is hiring a Client Success Consultant to provide education and support to individuals and families reviewing insurance protection options. You will meet with clients virtually, identify their priorities, and explain life, accident, and supplemental health insurance coverage in a clear and professional manner.

This position offers a remote work environment, warm leads, structured training, and the opportunity to build a performance-based career.

Responsibilities

• Connect with prospective clients through provided warm leads
• Schedule virtual client appointments
• Conduct needs-based coverage discussions
• Educate clients about insurance products and available benefits
• Answer questions and provide professional guidance
• Follow up with clients to maintain a positive experience
• Maintain accurate records and client documentation
• Attend training, coaching, and team meetings

What We Offer

• 100% remote role
• Warm leads provided by the company
• Weekly paychecks
• Unlimited earning potential
• Medical insurance premium reimbursement
• Online training and development resources
• Daily mentorship and leadership support
• Performance incentives
• No business overhead costs
• OPEIU Local 277 union representation
• Opportunity with a stable, member-focused organization with 70 years of history

Qualifications

• Excellent written, verbal, and listening skills
• Professional and client-centered communication style
• Strong attention to detail and organization
• Comfortable using online systems and virtual platforms
• Dependable, coachable, and goal-oriented
• Ability to work independently while remaining engaged with 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.