Remote Client Intake Specialist

2 hours, 30 minutes ago
Mid Level
Sales and Business Development

AO Garcia Agency

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

Insurance

Description

  • Assess client needs and recommend appropriate options.
  • Educate clients on available solutions.
  • Maintain client relationships after the initial consultation.
  • Document interactions and maintain accurate notes.
  • Schedule and manage appointments.
  • Keep CRM records organized and up to date.
  • Conduct interviews and consultations via Zoom.

Requirements

  • Driven, trainable, and dependable work style.
  • Comfortable with competition and performance-based advancement.
  • Comfortable appearing on camera.
  • Ability to work independently from home.
  • No specific education or prior experience requirements were provided.

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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