Client Onboarding Coordinator - Remote

1 hour, 9 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

  • Speak with people who have requested information.
  • Assess client needs and match them with available protection options.
  • Guide clients through a straightforward enrollment process.
  • Build and service an ongoing client list.
  • Participate in training, feedback, and ongoing mentorship.
  • Work independently in a performance-oriented environment.

Requirements

  • Strong communication skills and comfort having frequent client conversations.
  • Self-motivated and able to work independently without a manager present.
  • Competitive, coachable, and receptive to feedback.
  • Interest in helping families with financial protection needs.
  • Ability to work effectively in a performance-based environment.
  • Willingness to attend a short Zoom overview as the next application step.

Benefits

  • Pre-qualified warm leads.
  • Step-by-step onboarding and training.
  • Remote work tools provided.
  • Flexible hours.
  • Ongoing mentorship.

Interested in this position?

Apply directly on the company website

Apply Now

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