Financial Services Client Representative
AILPosition Overview
AO Globe Life is hiring a Financial Services Client Representative to help clients understand insurance solutions that may support their families’ financial well-being. You will work remotely, speak with prospective clients through virtual appointments, and provide clear information about life, supplemental health, and accident insurance.
This opportunity offers a supportive environment for candidates ready to build communication, client-service, and professional sales skills.
Responsibilities
Work with warm leads supplied by the company
Schedule and conduct virtual appointments
Complete client-focused needs reviews
Explain insurance options in a clear and professional manner
Answer client questions and provide helpful guidance
Follow up consistently with prospective clients
Build strong client relationships through excellent service
Participate in regular training, coaching, and team meetings
What We Offer
100% remote work opportunity
Company-provided warm leads
Weekly compensation
Unlimited earning potential
Medical insurance premium reimbursement
Comprehensive online training
Daily coaching and mentorship
Performance incentives
No overhead expenses
OPEIU Local 277 union representation
Opportunity with a stable organization serving members and families for 70 years
Qualifications
Excellent communication and interpersonal skills
Strong listening and customer-service ability
Detail-oriented, professional, and reliable
Comfortable with virtual meeting platforms and computer systems
Self-motivated with a positive attitude
Able to work independently and as part of a remote 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.