Type : Full time Position / work from home Company : AO Globe Life About Us : At AO Globe Life, we are dedicated to offering top-tier financial protection and insurance solutions that empower our clients to secure their future with confidence.
We pride ourselves on our commitment to exceptional service and client satisfaction. We are currently seeking a motivated and knowledgeable Client Advisor to join our team.
If you are passionate about providing expert financial guidance and building strong client relationships, we want to hear from you! Role Overview : As a Client Advisor at AO Globe Life, you will be instrumental in delivering personalized financial and insurance advice to our clients.
You will assess their needs, recommend suitable products, and ensure that they receive exceptional service throughout their journey with us.
Your goal will be to help clients achieve their financial goals while enhancing their overall experience with AO Globe Life.
Key Responsibilities : Conduct comprehensive client assessments to understand their financial goals, needs, and preferences.
Provide expert advice on a range of financial products and insurance solutions, including life insurance, health insurance, and investment options.
Develop customized financial plans and recommendations tailored to each client’s individual needs. Maintain and build strong client relationships through regular follow-ups, reviews, and personalized service.
Educate clients on product features, benefits, and risk factors, ensuring they make informed decisions. Manage client accounts efficiently, addressing inquiries, processing transactions, and resolving any issues that arise.
Stay informed about industry trends, market developments, and regulatory changes to provide up-to-date advice. Collaborate with internal teams to deliver a seamless client experience and achieve individual and team sales targets.
Participate in ongoing professional development to enhance product knowledge and client service skills. Qualifications : Strong knowledge of financial products, insurance policies, and market trends.
Excellent communication and interpersonal skills, with the ability to build and maintain client relationships. Demonstrated problem-solving abilities and a client-focused approach.
Relevant certifications or licenses (e.g., insurance licenses) are advantageous. Ability to work independently and as part of a team in a fast-paced environment.
What We Offer : Competitive performance-based income Comprehensive benefits package, including health insurance, retirement plans Opportunities for career advancement and professional growth.
A supportive and dynamic work environment. Flexible work arrangements How to Apply : If you are a dedicated financial professional with a passion for client service and a drive to help clients achieve their financial goals, we would love to hear from you! Please submit your resume and a cover letter detailing your qualifications and interest in the role to our Career’s page AO Globe Life is an equal-opportunity employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees. Powered by JazzHR
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