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AO Globe Life

Life insurance agency network

Family Services Representative

Account ExecutivePosted on Nov 12
Full-timeWauwatosa, WI, USANo salary listed

About the Job

Requirements

  • The role requires assessing client needs, explaining options, maintaining the client relationship after the first meeting, taking notes, scheduling appointments, and maintaining CRM records.
  • Candidates should be comfortable on camera and with a competitive environment.

Responsibilities

  • Assess client needs, teach available options, and maintain the relationship after the initial meeting.
  • Complete administrative work, including notes, appointments, and CRM hygiene.

Desired Qualifications

  • The role provides full training and a qualified-interest pipeline.
  • Cold calling is not required.

About the Company

AO Globe Life

Life insurance agency network

AO Globe Life is a life insurance agency network serving working families across the United States and Canada. Its agents help customers understand and select life, supplemental health, and related protection products offered through Globe Life. The organization operates through multiple regional and independently branded agencies, with teams focused on virtual consultations, policy guidance, customer service, and sales. AO Globe Life recruits licensed agents, managers, and support professionals for remote and field-based roles across its distributed agency network in North America.

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Total funding
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