Client Advocacy Team Lead - Remote

2 hours, 37 minutes 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 client consultations and web presentations remotely.
  • Enroll clients who have requested financial guidance.
  • Support and serve an ongoing client portfolio.
  • Discuss benefits and related financial services with families.
  • Follow the team’s established client service and enrollment process.
  • Collaborate with team leaders and participate in ongoing mentorship and training.

Requirements

  • Clear, personable communication skills.
  • Strong self-discipline and ability to work independently in a home-office environment.
  • Willingness to follow a proven process.
  • Interest in benefits-focused client conversations rather than purely transactional sales.
  • Ability to participate in Zoom presentations and remote client interactions.

Benefits

  • Fully remote home-office work.
  • Flexible schedule that can accommodate personal commitments.
  • Training, mentorship, and ongoing leadership support.
  • Opportunity to help families with meaningful financial guidance.
  • Ability to build and maintain a continuing client portfolio.

Interested in this position?

Apply directly on the company website

Apply Now

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