Client Relationship Specialist - Remote

2 hours, 44 minutes ago
Mid Level
Customer and Technical Support

AO Garcia Agency

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

Insurance

Description

  • Assess client needs during virtual meetings.
  • Teach and explain available options.
  • Maintain client relationships after the initial meeting.
  • Document interactions and manage notes.
  • Schedule appointments and maintain CRM records.
  • Conduct interviews and client meetings via Zoom.

Requirements

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

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

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