Financial Solutions Associate
The associate will conduct virtual consultations to help clients identify their insurance needs and coverage goals. They are responsible for managing warm leads, providing professional follow-up, and building long-term client relationships.
- Remote
- Denver, Colorado, United States
- Posted Aug 26, 2026
- Apply by Nov 24, 2026
- 1 position
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Job summary
Bring your ambition to a remote team that helps families prepare for the future. AO Globe Life is looking for Insurance Solutions Associates who want to make a meaningful impact while developing professionally. You will help clients review coverage needs and learn about insurance products that can support their financial security. Whether your experience comes from sales, customer service, hospitality, leadership, or entrepreneurship, we provide training and coaching to help you succeed. What This Role Involves Working with warm client leads Scheduling virtual consultations Learning about clients’ goals and coverage needs Explaining available life, supplemental health, and accident insurance Supporting clients with professional follow-up Building strong client relationships over time Opportunity Highlights Fully remote position Warm leads provided Weekly pay structure Unlimited earning potential Medical premium reimbursement Online training and continuous development Daily coaching and mentorship Performance incentives No overhead expenses OPEIU Local 277 union representation Career growth with a 70-year, member-focused organization Requirements Excellent communication skills Strong listening and relationship-building ability Detail-oriented and organized work style Proactive approach to solving problems Comfortable learning digital tools Ability to work independently while remaining engaged with the team
What you’ll do
The associate will conduct virtual consultations to help clients identify their insurance needs and coverage goals. They are responsible for managing warm leads, providing professional follow-up, and building long-term client relationships.
Requirements
Candidates should possess excellent communication and listening skills with a detail-oriented approach to work. The role requires the ability to work independently while remaining engaged with the team and comfort with learning digital tools.
Benefits
• Medical premium reimbursement • Weekly pay structure • Unlimited earning potential • Performance incentives • Union representation
Listed skills
- Time managementPreferred
- Customer servicePreferred
- Problem solvingPreferred
- OrganizationPreferred
- SalesPreferred
- CommunicationPreferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Communication
- Active listening
- Relationship building
- Detail-oriented
- Organization
- Problem solving
- Digital literacy
- Sales
- Customer service
- Consultation
- Time management
- Continuous Development
- Customer Service
- Leadership
- Mentorship
- Relationship Building
- Coaching
- Scheduling
- Detail Oriented
Job areas
- Finance & Accounting
- Sales
- Customer Service & Support
- Financial Solutions Manager
- Insurance Customer Service Representative
- Insurance Representatives
- Customer Service Representatives
Additional details
- Minimum experience
- 0+ years
- Apply by
- Nov 24, 2026
- Posting language
- English
- Working hours
- 40 hours per week
- Location requirements
- Country, US