Job summary
Job post source
This job is directly from AO Globe Life
Job overview
The Financial Coach role at AO Globe Life involves providing life insurance, investment, and mortgage solutions to clients, helping them secure their financial future through comprehensive financial guidance.
Responsibilities and impact
The Financial Coach will assess client needs, recommend life insurance policies, develop investment strategies, guide retirement planning, assist with mortgage loan options, and ensure compliance with financial regulations.
Compensation and benefits
The position offers competitive commissions and bonuses, ongoing training, mentorship, licensing support, remote/hybrid work options, access to leads, marketing tools, technology platforms, and career advancement opportunities.
Experience and skills
Candidates should have a Life Insurance License or willingness to obtain it, preferred but not required Series 6, 7, 63, or 65 licenses for investment advisory, preferred but not required NMLS license for mortgage lending, sales experience, and strong interpersonal, analytical, and problem-solving skills.
Career development
The job provides career advancement opportunities in financial services along with ongoing training, mentorship, and licensing support.
Work environment and culture
The company offers remote and hybrid work options, supportive training and mentorship, and access to technology and marketing tools to help employees grow their business.
Company information
AO Globe Life is a financial services company offering life insurance, investment, and mortgage solutions to clients, focusing on comprehensive financial guidance and client relationship building.
Job location and travel
The role is 100% remote with local options available, offering flexible work environments.
Unique job features
The job stands out by offering multi-service financial career opportunities with comprehensive licensing support and access to leads and marketing tools.
Company overview
AO Globe Life, a subsidiary of Globe Life Inc., specializes in providing life and supplemental health insurance products. The company generates revenue through the sale of individual life insurance policies, accidental death insurance, and supplemental health coverage, often marketed through direct sales and independent agencies. Founded in 1951, Globe Life has a long-standing history of financial stability and customer service excellence, making it a reputable player in the insurance industry. Notably, the company has a strong presence in the United States and is known for its community involvement and charitable initiatives.
How to land this job
Tailor your resume to emphasize your experience or interest in life insurance sales, investment strategies, and mortgage assistance, showcasing your ability to provide comprehensive financial solutions.
Highlight your interpersonal and sales skills, along with any familiarity with financial regulations and compliance, as these are key to succeeding in this role.
Apply through multiple platforms including AO Globe Life's corporate careers page, LinkedIn, and reputable job boards to maximize your application visibility.
Connect with current Financial Coaches or managers at AO Globe Life on LinkedIn, initiating conversations with ice breakers like commenting on their approach to client financial education or asking about mentorship opportunities within the company.
Optimize your resume for ATS by incorporating keywords such as 'life insurance,' 'investment strategies,' 'mortgage lending,' 'client relationship management,' and 'financial compliance' directly from the job description.
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