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Financial Services Client Representative
12 days ago
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Important information
Contract type:
Permanent
Salary:
$90,000 – $119,981 / year
Location:
Portland, OR, USA
Work mode:
Onsite
Published on:
14 October 2026
What they need
Remote Work from Home-Entry Level
This position is a natural fit for leaders, entrepreneurs, and high achievers eager to jumpstart their sales career with a fast-paced, stable, and internationally growing Company. In addition to industry-leading online training, we provide daily coaching and mentorship with resources available online across all devices. This allows sales professionals from any industry to present our products with confidence. To succeed in this role you need to have top-of-the-line communication skills to work with clients across all our Markets.
AO Globe Life helps each family with their specific situation and insurance needs. We offer life, supplemental health, and accident insurance to individuals, families, members of labor unions, credit unions, as well as associations. Our agents are ready to answer any questions potential policyholders have that will help them through the insurance decision-making process because we want them to feel comfortable and confident with every policy they buy. AO Globe Life also has many great career opportunities for those looking for growth potential and a chance to give back.
Responsibilities
- Establish customer relationships and follow up with customers, as needed.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Schedule appointments, identify customer needs, and market appropriate products and services.
What to expect from this opportunity:
- 100% remote.
- Engage in impactful work by assisting members and their families in achieving financial security.
- Extensive training and continuous support to excel in your position.
- Competitive pay structure with unlimited earning potential, with weekly paychecks.
- Reimbursement for medical insurance premiums.
- All leads are provided warm, ensuring a smooth start.
- No overhead costs to manage.
- Participate in performance incentive programs.
- Join OPEIU Local 277, which offers union representation and a contract.
- Be part of a stable organization with a 70-year history focused on member satisfaction.
Requirements
- Excellent communication skills - written, verbal, and listening
- People-oriented
- Detail oriented
- Proactive in problem-solving
- Able to learn computer functions
- Ability to work in a team environment & independently
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