Client Success Supervisor - Remote

2 hours, 21 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 benefits and related financial services with clients.
  • Follow the team’s established client engagement process.
  • Participate in training, mentorship, and team support activities.

Requirements

  • Clear, empathetic communication skills.
  • Ability to work independently and maintain discipline in a remote environment.
  • Willingness to follow a proven process.
  • Interest in benefits-focused client conversations.
  • Ability to conduct client meetings via Zoom and web presentations.

Benefits

  • Fully remote home-office work environment.
  • Flexible schedule that can accommodate personal commitments.
  • Training and ongoing mentorship from involved leaders.
  • Opportunity to support 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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