Remote Client Advocate

42 minutes ago
Entry Level
Customer and Technical Support

AO Garcia Agency

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

Insurance

Description

  • Assess client needs during virtual consultations
  • Explain and teach clients about available options
  • Maintain ongoing client relationships after initial meetings
  • Document interactions and maintain accurate notes
  • Schedule and manage appointments
  • Keep CRM records organized and up to date
  • Conduct interviews and client meetings via Zoom

Requirements

  • Driven, trainable, and dependable work style
  • Comfortable with competition and performance-based advancement
  • Comfortable appearing on camera
  • Ability to manage administrative tasks and CRM updates
  • Willingness to complete full training

Benefits

  • No cold calling
  • Qualified-interest pipeline
  • Performance-based advancement opportunities
  • Full training provided
  • Access to a current technology stack
  • Work-from-home arrangement

Interested in this position?

Apply directly on the company website

Apply Now

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