Client Needs Specialist - Work From Home

2 hours, 23 minutes ago
Entry Level
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 guidance.
  • Provide ongoing support to an assigned client portfolio.
  • Discuss benefits and financial services with clients in a clear, human manner.
  • Follow the team’s established client engagement process.
  • Participate in training and collaborate with involved team leaders.

Requirements

  • Strong, clear, and personable communication skills.
  • Self-discipline and ability to work independently in a home-office environment.
  • Openness to following a proven process.
  • Interest in benefits-focused client conversations rather than purely sales-oriented work.
  • Ability to build and manage a schedule around personal commitments.
  • Comfort with conducting client presentations over Zoom or similar web platforms.

Benefits

  • Fully remote home-office work.
  • Flexible schedule that can accommodate real-life commitments.
  • Training, mentorship, and ongoing leadership support.
  • Opportunity to serve families through meaningful financial services work.
  • Ongoing client portfolio instead of one-off calls.

Interested in this position?

Apply directly on the company website

Apply Now

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