Part-Time Client Onboarding Representative - Remote

1 hour, 56 minutes ago
Part-time
Entry Level
Customer and Technical Support

AO Garcia Agency

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

Insurance

Description

  • Conduct conversations with people who have requested information about financial-protection options.
  • Explain benefit options clearly and simply.
  • Help clients enroll when the offerings are a good fit.
  • Maintain consistent follow-up with prospective and existing clients.
  • Track activity and results against performance expectations.
  • Participate in coaching and interviews via Zoom.
  • Pursue leadership opportunities based on performance.

Requirements

  • Strongly competitive and results-oriented mindset.
  • Coachable and receptive to feedback.
  • Comfortable speaking with clients on camera.
  • Able to work independently without constant supervision.
  • Willingness to conduct remote client conversations.
  • Comfort with client-facing communication.
  • Experience in financial protection or benefits is not specified.

Benefits

  • Fully remote work.
  • Warm leads with no cold calling or cold lists.
  • Written processes and structured training.
  • Coaching from experienced professionals.
  • Potential path into leadership based on performance.

Interested in this position?

Apply directly on the company website

Apply Now

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