Life Insurance Agent

Job summary

Connect with prospective and existing clients to explain life insurance products, recommend suitable coverage, prepare quotes, complete applications, and guide clients through underwriting and policy issuance. Provide ongoing client support, maintain accurate records, meet sales targets, and collaborate with the team on training and performance coaching; the role does not involve cold calling.

Job details

Company Description AO Globe Life is the largest distribution system of Globe Life, American Income Division, serving working families across the United States and Canada. The organization focuses on providing life insurance solutions that help protect families’ financial futures. AO Globe Life combines a strong heritage in insurance with a modern, growth-oriented sales structure. Team members benefit from a broad, established client base and a proven support system designed to help them succeed in a competitive marketplace. The company values integrity, service, and long-term relationships with both clients and agents. Role Description This is a full-time remote role for a Life Insurance Agent at AO Globe Life. The Life Insurance Agent will connect with prospective and existing clients, explain life insurance products, and recommend coverage options tailored to individual needs and budgets. Responsibilities include conducting virtual consultations, preparing quotes, completing applications, and guiding clients through underwriting and policy issuance. The agent will follow up with clients to provide ongoing support, answer questions, and review coverage as needs change. Daily activities also involve maintaining accurate records, meeting sales targets, and collaborating with team members and leadership for training and performance coaching. This role does NOT involve cold calling. Potential clients are company provided and reach out to us for information via various platforms. Qualifications Strong Insurance Sales and Insurance Brokerage skills to effectively present and secure appropriate life insurance policies. Knowledge of Insurance products and principles, including policy types, benefits, and underwriting basics. Foundational understanding of Finance to discuss budgeting, long-term planning, and how life insurance supports financial security. Excellent Customer Service skills, including active listening, clear communication, and follow-through on client needs. Ability to work independently in a remote environment, manage time effectively, and meet sales and service targets. Comfort with digital tools and CRM systems for virtual consultations, documentation, and client relationship management. Relevant licensing as required by local regulations (or willingness to obtain life insurance licensing within specified timelines). Prior experience in insurance, financial services, or consultative sales is beneficial but not mandatory. Reliable internet access and availability to work full-time, including some evenings or weekends as needed.

What you’ll do

Connect with prospective and existing clients to explain life insurance products, recommend suitable coverage, prepare quotes, complete applications, and guide clients through underwriting and policy issuance. Provide ongoing client support, maintain accurate records, meet sales targets, and collaborate with the team on training and performance coaching; the role does not involve cold calling.

Requirements

Candidates need insurance sales or brokerage knowledge, familiarity with life insurance products and underwriting, foundational financial knowledge, and strong customer service and communication skills. They must be able to work independently remotely, use digital tools and CRM systems, and hold or be willing to obtain the required life insurance license; prior related experience is beneficial but not mandatory.

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Clear Communication · Preferred
• Financial planning · Preferred
• CRM Systems · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance Sales
• Insurance Brokerage
• Life Insurance Product Knowledge
• Underwriting Knowledge
• Financial Planning
• Customer Service
• Active Listening
• Clear Communication
• Consultative Sales
• Virtual Consultations
• Client Relationship Management
• CRM Systems
• Time Management
• Recordkeeping
• Sales Target Achievement
• Remote Work

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support

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