AO Globe Life · 18 hours ago
Remote Benefits Advisor
Fort Worth, TX
Full-time
Remote
Entry Level
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Responsibilities
Client Engagement: Agents work to understand clients’ needs and financial goals, providing personalized advice and recommending appropriate insurance products
Client Education: Present and demonstrate products and services to prospective customers and handle the sales process from prospecting, to closing sales and processing applications
Product Knowledge: Agents should have a thorough understanding ofAOGlobe Life’s insurance products, including term life, whole life, and other offerings
Customer Service: Maintaining and building relationships with clients through follow-up, policy reviews, and support with claims and adjustments
Compliance: Ensuring all sales practices comply with legal and regulatory requirements
Training and Development: Staying updated with product knowledge, market trends, and sales techniques through ongoing training opportunities
Goal Achievement: Meeting or exceeding personal sales targets and performance goals
Qualification
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Required
Ambitious professionals ready to embrace a new path to success
Strong commitment to helping clients secure their financial futures
Ability to understand clients’ needs and financial goals
Providing personalized advice and recommending appropriate insurance products
Present and demonstrate products and services to prospective customers
Handle the sales process from prospecting to closing sales and processing applications
Thorough understanding of AO Globe Life’s insurance products, including term life, whole life, and other offerings
Maintaining and building relationships with clients through follow-up, policy reviews, and support with claims and adjustments
Ensuring all sales practices comply with legal and regulatory requirements
Staying updated with product knowledge, market trends, and sales techniques through ongoing training opportunities
Meeting or exceeding personal sales targets and performance goals
Preferred
Customer service experience
Passion for leadership
Talent for problem solving
Drive for success
Ability to turn challenges into opportunities
Inspiring team members
Benefits
Trips to Dublin and Tulum
Jeep Wranglers
MacBook Pros
Company
AO Globe Life
AO serves working families across America and Canada and we are the largest distribution system of Globe Life, American Income Division.
Founded in 1951
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Darez Meriwether
Chief Executive Officer
James Hill
Chief Operating Officer and Senior Partner
Company data provided by crunchbase
