Virtual Financial Services Associate

AIL

  • Pembroke Pines, FL
  • 8 days ago
  • Remote

    Highlights

    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. 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.

    Numbers & Facts

    LocationPembroke Pines, FL (
    Remote
    )

    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

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