Client Retention Representative - Work From Home

4 hours, 12 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

  • Conduct web-based presentations with prospective clients.
  • Enroll clients who have requested financial guidance.
  • Support and maintain an ongoing client portfolio.
  • Discuss benefits and financial services with families.
  • Follow the team’s established client-support process.
  • Participate in Zoom sessions to understand the role and assess fit.

Requirements

  • Clear, personable communication skills.
  • Ability to work independently and maintain discipline in a home-office environment.
  • Openness to following a proven process.
  • Interest in benefits conversations and client support.
  • Ability to work effectively in a fully remote role.

Benefits

  • Fully remote home-office work.
  • Flexible schedule that can be built around personal commitments.
  • Training and ongoing mentorship from involved leaders.
  • Opportunity to serve families through meaningful financial services work.
  • Ongoing client relationships rather than one-off calls.

Interested in this position?

Apply directly on the company website

Apply Now

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