Financial Services Administrator

Remote
Full Time
Mid Level

Financial Services Administrator
100% Remote | U.S. Based Opportunity
Company: AO Globe Life

AO Globe Life is seeking an experienced Financial Services Administrator to support clients through the enrollment and ongoing service lifecycle of supplemental benefit programs. This fully remote position is designed for professionals with a strong background in financial services, client account management, or benefits administration who are ready to contribute at a high level within a performance-driven organization.


Key Responsibilities

  • Conduct comprehensive virtual consultations with clients via Zoom

  • Analyze client needs and outline appropriate financial protection options

  • Oversee application accuracy, documentation review, and compliance requirements

  • Maintain detailed digital records and manage client accounts proactively

  • Provide ongoing service support and timely follow-up communication

  • Coordinate with internal departments to ensure accurate and efficient processing

  • Participate in advanced training, leadership development, and performance initiatives


Qualifications

  • Experience in financial services, account administration, or client relationship management

  • Strong understanding of compliance standards and documentation processes

  • Excellent verbal communication and professional presentation skills

  • Proven ability to manage multiple client accounts with precision

  • Highly organized with strong attention to detail

  • Comfortable working independently in a remote environment

  • Ability to obtain and maintain required state licensure (support provided)


What We Offer

  • Fully remote work environment

  • Flexible scheduling with performance accountability

  • Structured onboarding and advanced professional development

  • Direct mentorship from experienced leadership

  • Weekly pay with performance-based incentives

  • Advancement opportunities into senior and leadership roles

This position offers long-term career growth within a nationally recognized organization committed to serving working families and association members.

If you are an experienced financial services professional seeking flexibility, stability, and advancement potential in a remote setting, apply today to schedule your virtual interview.

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