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Remote Client Intake Specialist

1 week, 5 days ago
United States
Mid Level
Business Development
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 3589

Description

  • Speak with individuals who requested information about financial protection.
  • Assess client needs and match them with available protection options.
  • Guide clients through a straightforward enrollment process.
  • Build and service an ongoing client list.
  • Participate in training, coaching, and performance-focused development.

Requirements

  • Strong communication skills and comfort having frequent client conversations.
  • Self-motivated and able to work independently in a remote environment.
  • Willingness to accept feedback and participate in coaching.
  • Interest in helping families with financial protection needs.
  • Ability to work effectively in a performance-oriented setting.

Benefits

  • Pre-qualified warm leads provided.
  • Step-by-step onboarding and training.
  • Remote work tools provided.
  • Flexible working hours.
  • Ongoing mentorship.
  • Short Zoom overview as the next application step.

Interested in this position?

Apply directly on the company website

Apply Now

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