Remote Client Engagement Specialist

2 days, 4 hours 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 for individuals seeking financial guidance.
  • Enroll new clients in appropriate benefits or financial service programs.
  • Provide ongoing support to an assigned client portfolio.
  • Follow the company’s established client engagement and enrollment process.
  • Collaborate with team members and leaders while participating in mentorship and training.
  • Manage a self-directed schedule around client appointments and business needs.],
  • requirements?
  • benefits?

Requirements

  • Clear, personable communication skills.
  • Strong self-discipline and ability to work independently in a remote environment.
  • Willingness to follow a proven process.
  • Interest in discussing employee or financial benefits with clients.
  • Ability to participate in Zoom-based presentations and client conversations.

Benefits

  • Fully remote home-office work environment.
  • Flexible schedule that can accommodate personal commitments.
  • Training, mentorship, and ongoing leadership support.
  • Meaningful work supporting families.
  • Opportunity to build and serve an ongoing client portfolio rather than handling one-off calls.

Interested in this position?

Apply directly on the company website

Apply Now

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