Client Advocacy Team Lead - Remote

1 hour, 39 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

  • Assess client needs during virtual consultations.
  • Explain available options and guide clients through decisions.
  • Maintain client relationships after initial meetings.
  • Document interactions and manage appointment scheduling.
  • Keep CRM records accurate and up to date.
  • Conduct interviews and client meetings via Zoom.

Requirements

  • Driven, dependable, and comfortable in a competitive environment.
  • Trainable and willing to complete full role training.
  • Comfortable appearing on camera for virtual meetings.
  • Able to manage administrative tasks, including notes, scheduling, and CRM updates.

Benefits

  • No cold calling.
  • Qualified-interest pipeline.
  • Performance-based advancement opportunities.
  • Full training provided.
  • Access to a current technology stack.
  • Work-from-home arrangement.

Interested in this position?

Apply directly on the company website

Apply Now

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