Remote Client Success Representative

1 day, 6 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 remotely.
  • Enroll clients who have requested financial guidance.
  • Provide ongoing support to an assigned client portfolio.
  • Discuss employee benefits and related financial needs with clients.
  • Follow the team’s established client service and enrollment process.
  • Collaborate with team leaders and use available training and tools.

Requirements

  • Clear, personable communication skills.
  • Self-discipline and ability to work independently in a remote environment.
  • Willingness to follow a proven process.
  • Interest in benefits-focused client conversations rather than transactional sales.
  • Ability to participate in Zoom-based role discussions and client presentations.

Benefits

  • Fully remote home-office work environment.
  • Flexible schedule that can be built around personal commitments.
  • Training, mentorship, and ongoing support from involved leaders.
  • Opportunity to serve families through meaningful financial services work.
  • Ability to maintain and support an ongoing client portfolio.

Interested in this position?

Apply directly on the company website

Apply Now

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