100% Remote Client Relations Specialist

1 week, 6 days ago
Mid Level
Customer and Technical Support

AO Garcia Agency

An independent insurance agency operating under the American Income Life / Globe Life network.

Insurance

Description

  • Conduct client consultations and presentations through Zoom or other web platforms.
  • Enroll clients who have requested financial guidance.
  • Support and serve an ongoing client portfolio.
  • Discuss benefits and financial services with families.
  • Follow the team’s established process with support from mentors and leaders.
  • Build and manage a schedule around client needs and personal availability.

Requirements

  • Clear, personable communication skills.
  • Self-discipline and ability to work independently in a home office.
  • Openness to following a proven process.
  • Interest in benefits-focused client conversations rather than purely transactional sales.
  • Ability to participate in remote web presentations and Zoom meetings.

Benefits

  • Fully remote home-office work environment.
  • Flexible schedule that can be built around personal commitments.
  • Training, mentorship, and involved leadership support.
  • Opportunity to serve families through meaningful financial guidance.
  • Ongoing client portfolio rather than one-off calls.

Interested in this position?

Apply directly on the company website

Apply Now

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