Remote Financial Protection Benefits Consultant

AO Globe Life

Full-timeUnited StatesNot specified
Zoom VirtualCollaborationTools Communication Sales ClientFacing FinancialServices Insurance Benefits Training

About AO Globe Life

For more than 70 years, AO Globe Life has served union members, credit union clients, and veterans across the United States by providing supplemental benefits that help protect families' financial futures. With a growing remote-first workforce, AO Globe Life continues to expand its mission of service while creating flexible career opportunities for professionals nationwide.

Position: Remote Financial Protection Benefits Consultant

In this fully remote opportunity, you will help working-class families understand and enroll in financial protection benefits through structured virtual consultations. Client meetings are conducted through scheduled Zoom appointments, allowing you to build trust through clear communication and personalized guidance.

This role is ideal for individuals who enjoy helping others, communicating effectively, and building meaningful professional relationships while working in a flexible remote environment.

Remote Location

Remote - United States

Job Responsibilities

  • Meet with clients through scheduled Zoom consultations to discuss financial protection options
  • Help individuals and families understand available financial protection benefits and coverage options
  • Provide clear, personalized recommendations based on each client's unique financial situation and needs
  • Guide clients through the online enrollment process step-by-step
  • Maintain organized digital records and follow-up communication with clients
  • Build strong, long-term client relationships through professional service and ongoing support
  • Stay informed about product offerings and company policies to provide accurate information
  • Participate in ongoing training and development to enhance product knowledge and sales skills

Requirements

  • Graduate degree in Business, Communications, Psychology, Marketing, Sociology, or related fields
  • Strong verbal and written communication skills with confidence in virtual meeting environments
  • Highly organized and self-motivated with the ability to manage multiple client appointments
  • Coachable and growth-oriented with a desire to learn and develop professionally
  • Proficiency with Zoom and other virtual collaboration tools
  • Must be 18 years of age or older
  • Must be a U.S. Citizen, Permanent Resident, or have valid work authorization
  • Must not be a resident of New York or Massachusetts (position not available in these states)
  • Access to reliable internet connection and a quiet workspace for client meetings

Preferred Qualifications

  • Previous experience in customer service, sales, or client-facing roles
  • Interest in financial services, insurance, or employee benefits
  • Demonstrated ability to build rapport and establish trust with diverse clients
  • Comfortable with technology and learning new software platforms

What This Role Offers

  • Real-world experience developing people skills, business communication, and virtual collaboration
  • Hands-on training with licensing support provided for qualified candidates
  • Career growth opportunities through leadership training and advancement pathways
  • Remote flexibility with the ability to work from anywhere in the United States
  • Weekly pay with long-term income potential through renewals and equity opportunities
  • Pre-qualified client appointments — no cold outreach required
  • Ongoing mentorship from experienced industry leaders
  • Comprehensive training program to help you succeed in your role

About the Company

AO Globe Life is dedicated to helping families protect their financial futures by providing supplemental benefits to union members, credit union clients, and veterans. As a remote-first company, we offer flexible career opportunities while maintaining our commitment to exceptional client service and community impact.

How to Apply

Interested in launching a career that combines purpose, flexibility, and long-term growth? Apply today and begin your journey with AO Globe Life. Submit your application including your resume, contact information, and required documentation through our online application portal. Our hiring team will review your application and contact qualified candidates for next steps.