Client Onboarding Coordinator - Remote

6 hours, 21 minutes ago
Mid Level
Sales and Business Development

AO Garcia Agency

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

Insurance

Description

  • Assess client needs and explain relevant options.
  • Build and maintain client relationships after the first meeting.
  • Manage notes, appointments, and CRM records.
  • Conduct interviews and consultations via Zoom.
  • Work with qualified-interest leads rather than cold calls.

Requirements

  • Driven, trainable, and dependable work style.
  • Comfortable with competition and performance-based advancement.
  • Comfortable appearing on camera.
  • Able to work independently from home.
  • Willingness to complete full role training.

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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