Financial Services Associate

Location
Milwaukee
Workplace
Remote solely

About this role

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

Tired of cold applications?

Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.

Know someone who'd be great for this?

Top Benefits

  • Medical insurance premium reimbursement
  • Weekly pay
  • Online training
  • Professional development
  • Coaching
  • Mentorship
  • Performance incentives
  • Union representation