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WFH Financial Services Associate

Norfolk, VA · Full-time · Accounting & Finance

Posted · Listed from JazzHR

About the job

Position Overview

AO Globe Life is looking for a Remote Client Solutions Representative to help individuals and families understand insurance options that may support their protection goals. You will work with prospective clients, complete virtual needs-based appointments, and provide education on life, supplemental health, and accident insurance.

This position offers a supportive remote environment for professionals who are coachable, motivated, organized, and committed to delivering outstanding client service.

Responsibilities

  • Work with warm leads supplied by the company

  • Schedule and conduct virtual client appointments

  • Complete needs-based reviews to understand client priorities

  • Educate clients about life, supplemental health, and accident insurance

  • Recommend appropriate products and services

  • Follow up consistently with clients

  • Maintain strong client relationships through professional communication

  • Participate in team meetings, training, and coaching

What We Offer

  • Fully remote work opportunity

  • Company-provided warm leads

  • Weekly pay structure

  • Unlimited earning potential

  • Medical insurance premium reimbursement

  • Industry-leading online training

  • Daily coaching and mentorship

  • Performance incentive programs

  • No overhead costs

  • OPEIU Local 277 union representation

  • A stable organization with a 70-year history focused on member satisfaction

Qualifications

  • Excellent written, verbal, and listening skills

  • Professional and client-first approach

  • Strong attention to detail and organization

  • Proactive problem-solving ability

  • Comfortable using computers and virtual communication platforms

  • Ability to work independently and collaboratively

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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