Client Intake Representative - Work From Home

3 hours, 44 minutes ago
Mid Level
Customer and Technical Support

AO Garcia Agency

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

Insurance

Description

  • Conduct conversations with people who have requested information about financial-protection options.
  • Explain benefit options clearly and simply.
  • Help clients enroll when the offerings are a suitable fit.
  • Maintain consistent follow-up with prospective clients.
  • Track activity and results against performance expectations.
  • Participate in coaching and Zoom-based interviews.
  • Follow the company’s established sales and enrollment process.

Requirements

  • Competitive and results-oriented mindset.
  • Coachable and willing to follow a structured process.
  • Comfortable speaking with clients on camera.
  • Strong communication skills for explaining benefit options.
  • Able to work independently without constant supervision.
  • Comfortable participating in Zoom interviews and remote conversations.

Benefits

  • Fully remote work opportunity.
  • 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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