Client Onboarding Coordinator - Remote

2 hours, 12 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 for prospective clients.
  • Enroll clients who have requested financial guidance.
  • Support and serve an ongoing client portfolio.
  • Discuss employee and personal benefits with clients.
  • Follow the team’s established client-service process.
  • Collaborate with team leaders and use available training and tools.

Requirements

  • Clear, personable communication skills.
  • Self-discipline and ability to work independently in a home office.
  • Openness to following a proven process.
  • Interest in discussing benefits and financial guidance with clients.
  • Ability to build a schedule around personal responsibilities.
  • Comfort participating in Zoom-based role discussions and web presentations.

Benefits

  • Fully remote home-office work.
  • Flexible scheduling designed to accommodate real-life commitments.
  • Training, mentorship, and ongoing leadership support.
  • Meaningful work serving families.
  • Opportunity to build and maintain a long-term client portfolio.

Interested in this position?

Apply directly on the company website

Apply Now

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