Client Advocacy Team Lead - Remote

3 hours ago
Lead
Customer and Technical Support

AO Garcia Agency

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

Insurance

Description

  • Conduct web-based presentations with prospective clients.
  • Enroll clients who have requested financial guidance.
  • Support clients throughout an ongoing service relationship.
  • Discuss benefits and related financial needs with clients.
  • Follow the team’s established client-support process.
  • Build and manage a client portfolio rather than handling one-off calls.
  • Participate in training and collaborate with involved team leaders.

Requirements

  • Clear, human communication skills.
  • Self-discipline and ability to work independently in a home office.
  • Openness to following a proven process.
  • Interest in benefits conversations and client guidance.
  • Ability to work effectively in a fully remote environment.
  • Willingness to attend role-overview discussions via Zoom.

Benefits

  • Fully remote home-office work.
  • Flexible schedule that can be built around personal responsibilities.
  • Training, mentorship, and ongoing leadership support.
  • Opportunity to do work that supports families.
  • Long-term client portfolio ownership and continued service relationships.

Interested in this position?

Apply directly on the company website

Apply Now

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