Remote Client Success Representative

1 week, 2 days 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

  • Assess client needs during virtual consultations.
  • Explain available options and help clients make informed decisions.
  • Maintain client relationships after the initial meeting.
  • Document interactions and keep notes up to date.
  • Schedule and manage appointments.
  • Maintain accurate CRM records and hygiene.
  • Conduct interviews and consultations via Zoom.

Requirements

  • Driven, trainable, and dependable work style.
  • Comfort with performance-based advancement and competition.
  • Comfortable appearing on camera for virtual meetings.
  • Ability to manage administrative tasks, including documentation and CRM updates.

Benefits

  • No cold calling.
  • Qualified-interest pipeline.
  • Full training provided.
  • Performance-based advancement opportunities.
  • Current technology stack.
  • Work-from-home arrangement.

Interested in this position?

Apply directly on the company website

Apply Now

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