Client Onboarding Coordinator - Remote

2 hours, 35 minutes ago
Entry Level
Sales and Business Development

AO Garcia Agency

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

Insurance

Description

  • Assess prospects’ needs and recommend suitable options.
  • Explain available solutions during virtual consultations.
  • Maintain relationships after initial meetings.
  • Document interactions and maintain accurate notes.
  • Schedule and manage appointments.
  • Keep CRM records organized and up to date.
  • Conduct interviews and consultations through Zoom.

Requirements

  • Driven, trainable, and dependable work style.
  • Comfort competing in a performance-oriented environment.
  • Comfortable appearing on camera for virtual meetings.
  • Ability to manage administrative tasks and maintain CRM accuracy.

Benefits

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

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Account Manager

Celigo 51-250 IT Services

Celigo is hiring an Account Manager to manage and grow customer accounts for its integration and automation platform by delivering customer value, driving renewals, and expanding revenue through long-term partnerships during U.S. business hours, Monday through Friday.

Salesforce
1 hour, 35 minutes ago

Internal Wholesaler II

Protective Life 1K-5K Insurance

Protective is seeking an Internal Wholesaler II to partner with external wholesalers and insurance representatives by providing phone- and email-based sales support, developing relationships, and increasing territory revenue.

2 hours, 20 minutes ago

Client Manager

AffirmedRx 1-10 Insurance

AffirmedRx is seeking a Client Manager to oversee day-to-day operations for employer and health plan accounts, coordinating cross-functional teams to deliver effective pharmacy benefit administration and client support.

Salesforce
2 hours, 20 minutes ago

Entry-Level Sales Representative - Career Change Opportunity (Remote-CB)

Fisher Agencies 51-250 Insurance

Fisher Organization is hiring remote insurance sales professionals to meet with individuals and families, recommend life and benefit insurance solutions, and build client relationships through a structured training program.

3 hours, 35 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers