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Part-Time Client Onboarding Representative - Remote

3 hours, 4 minutes ago
United States
Part-time
Entry Level
Customer Success
Customer and Technical Support
Apply Now

AO Garcia Agency

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

Insurance
View All Jobs 3927

Description

  • Conduct client consultations and web presentations remotely.
  • Enroll clients who have requested financial guidance.
  • Provide ongoing service to an assigned client portfolio.
  • Discuss employee benefits and related financial services with clients.
  • Follow the team’s established client support and enrollment process.
  • Collaborate with team members and leaders while working independently.

Requirements

  • Clear, personable communication skills.
  • Self-discipline and the ability to work independently in a home office.
  • Willingness to follow a proven process.
  • Interest in benefits-focused client conversations rather than purely sales-oriented interactions.
  • Ability to participate in Zoom-based presentations and training.

Benefits

  • Fully remote home-office work.
  • Flexible schedule that can be built around personal commitments.
  • Training, mentorship, and ongoing support from team leaders.
  • Opportunity to build and maintain a long-term client portfolio.
  • Work focused on helping families with meaningful financial and benefits needs.

Interested in this position?

Apply directly on the company website

Apply Now

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