Client Success Supervisor - Remote

5 hours, 7 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 client consultations and web presentations remotely.
  • Enroll clients who have requested financial guidance.
  • Provide ongoing support to an assigned client portfolio.
  • Discuss employee benefits and related financial services with clients.
  • Follow the team’s established client service and enrollment process.
  • Collaborate with team leaders and participate in ongoing mentorship and training.

Requirements

  • Clear, personable communication skills.
  • Self-discipline and ability to work independently in a home-office environment.
  • Openness to following a proven process.
  • Interest in benefits conversations and client support rather than purely transactional sales.
  • Ability to build a work schedule around personal commitments.
  • Comfort with remote video meetings and web presentations.

Benefits

  • Fully remote home-office work.
  • Flexible scheduling designed to fit around real-life commitments.
  • Training, mentorship, and ongoing support from involved leaders.
  • Opportunity to serve clients through meaningful financial services work.
  • Ongoing ownership of a client portfolio rather than one-off calls.

Interested in this position?

Apply directly on the company website

Apply Now

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