Client Advocacy Team Lead - Remote

3 hours, 22 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.
  • Enroll clients who have requested guidance.
  • Provide ongoing support to an assigned client portfolio.
  • Discuss benefits and financial services in a clear, client-focused manner.
  • Follow the team’s established process and participate in training and mentorship.
  • Manage a self-directed schedule while working remotely.

Requirements

  • Clear, empathetic communication skills.
  • Strong self-discipline and ability to work independently without close supervision.
  • Openness to following a proven process.
  • Interest in benefits conversations and client guidance.
  • Ability to work effectively in a fully remote, client-facing environment.

Benefits

  • Fully remote home-office work environment.
  • Flexible schedule that can accommodate personal commitments.
  • Training and ongoing mentorship from involved leaders.
  • Opportunity to build and serve an ongoing client portfolio.
  • Work focused on helping families with meaningful financial decisions.

Interested in this position?

Apply directly on the company website

Apply Now

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