Financial Services Associate

AIL
  • Milwaukee, WI
  • Remote
    9 days ago

    Job Description

    Position Overview

    AO Globe Life is hiring a Financial Protection Associate to work remotely with individuals and families exploring insurance options. You will help clients learn about life, supplemental health, and accident coverage while providing a supportive and professional experience.

    This position is well suited for motivated professionals who enjoy communication, client interaction, and career development in a performance-based environment.

    Responsibilities

    • Speak with prospective clients from company-provided warm leads

    • Schedule and conduct virtual appointments

    • Review client needs, priorities, and coverage concerns

    • Explain life, accident, and supplemental health insurance options

    • Recommend appropriate products and services

    • Follow up with clients in a timely manner

    • Maintain organized client records

    • Participate in ongoing training and mentorship

    What We Offer

    • 100% remote role

    • Warm leads provided

    • Weekly pay

    • Unlimited earning potential

    • Medical insurance premium reimbursement

    • Online training and continued professional development

    • Daily coaching and mentorship

    • Performance incentive opportunities

    • No overhead expenses

    • OPEIU Local 277 union representation

    • Career growth with a stable organization serving clients and members for 70 years

    Qualifications

    • Excellent verbal, written, and listening skills

    • Strong relationship-building ability

    • Detail-oriented and dependable

    • Comfortable using computer systems

    • Positive and self-directed work style

    • Ability to work independently and as part of a remote team

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    Numbers & Facts

    LocationMilwaukee, WI (
    Remote
    )

    Skills

    • Career Developmentunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Financial Servicesunmatched
    • Health Insuranceunmatched
    • Insuranceunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Record Keepingunmatched
    • Reimbursementunmatched
    • Sales Prospectingunmatched
    • Time Managementunmatched
    • Work From Homeunmatched
    • Writing Skillsunmatched

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