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Fully Remote Financial Services Associate (Training Provided)

Remote · Sacramento, CA · Full-time · Accounting & Finance

Posted · Listed from JazzHR

About the job

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

AIL wrote this description; Job Elf found it on JazzHR. Check details with the employer before you share anything sensitive. Never pay to apply for a job.

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