Financial Services Position (Remote)

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Job Overview

AO Globe Life, a prominent player in the supplemental insurance market for over 70 years, is seeking candidates for a Financial Services Position. This role offers a full-time opportunity to work remotely, primarily engaging in virtual consultations with clients to assess their financial needs and offer suitable solutions. The company operates in various regions including the United States, Canada, and New Zealand, and is backed by Globe Life, an S&P 500 company.

Responsibilities

In the Financial Services Position, you will perform various tasks, which include:

• Conducting virtual consultations with clients to understand their financial situations and requirements.
• Providing clients with knowledgeable insights and suitable financial solutions tailored to their needs.
• Building and maintaining long-lasting relationships with clients through regular check-ins to ensure their financial well-being.
• Completing necessary administrative tasks, such as note-taking and appointment setting, which support your client interactions and organizational skills.

Incentives and Benefits

AO Globe Life offers a range of attractive incentives that enhance the job experience and career growth:

• No cold calling involved, allowing you to focus on securing clients through qualified leads.
• Access to a qualified lead program with partnerships across 45,000+ groups nationwide, noting millions of potential clients.
• Participation in conventions and incentive trips, rewarding high performance.
• Production awards to recognize and appreciate hard work and dedication.
• Opportunities for advancement based on your performance, which allows for growth within the company.
• Weekly advances and various bonuses that add to your earning potential.
• Lifetime renewals on policies you sell, ensuring continued income.
• Comprehensive benefits package including health insurance and life insurance.
• A union-backed contract providing added job security.
• Mentorship and complete training to guide you through the onboarding process and beyond.
• Access to industry-leading tools and technology that facilitate your work and client presentations.
• The comfort of working from home, primarily through web conference-based presentations.

Required Skills and Characteristics

The hiring team at AO Globe Life is looking for candidates who exhibit the following traits:

• Passionate about financial services and helping others.
• Competitive spirit to succeed in a performance-driven environment.
• High levels of motivation and self-direction.
• Dependable and hardworking approach to tasks at hand.
• Adaptable and flexible with the changing dynamics of remote work and client needs.
• Someone who is coachable, ready to learn and grow within the role.

Applicants must be current residents of Canada, as this is a requirement for licensing to work in this position. The role encourages a diverse range of applicants. AO Globe Life values candidates from various educational and professional backgrounds, including high school graduates, administrative assistants, laborers, veterans, accountants, among others. This diversity fosters a rich learning environment, allowing for personal and professional growth.

Training and Development

With a strong emphasis on training, AO Globe Life promotes from within and provides the necessary resources for employees to train, manage, and eventually run their own teams. The company’s commitment to mentorship ensures that employees are not only well-prepared for their positions but also positioned for career advancement within the organization.

Conclusion

If you are a hard-working, self-motivated team player looking for an opportunity to enhance your career while contributing to the financial security of families, this position could be the perfect fit. AO Globe Life is dedicated to fostering a supportive work environment that embraces growth, adaptability, and excellence in service.

This job offer was originally published on jooble.com