At-Home Benefits Planning Representative

1 week, 5 days ago
Mid Level
Sales and Business Development

AO Garcia Agency

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

Insurance

Description

  • Conduct inbound conversations with people seeking financial-protection options.
  • Explain benefit options clearly and simply.
  • Help clients enroll when offerings meet their needs.
  • Maintain an organized and consistent follow-up process.
  • Participate in training, coaching, and performance tracking.
  • Attend interviews and client interactions through Zoom.

Requirements

  • Competitive, coachable, and comfortable working independently.
  • Comfortable speaking with clients and appearing on camera.
  • Willingness to be measured on activity and results.
  • Ability to follow a written process and maintain consistent follow-up.
  • Prior client-facing or financial-services experience is not specified.

Benefits

  • Remote work environment.
  • Written processes and structured training.
  • Coaching from experienced professionals.
  • Potential path into leadership based on performance.

Interested in this position?

Apply directly on the company website

Apply Now

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