Remote Family Benefits Planner

1 hour, 29 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 during virtual consultations
  • Explain and teach available options
  • Maintain ongoing client relationships after initial meetings
  • Document interactions and manage notes
  • Schedule appointments
  • Maintain accurate CRM records
  • Conduct interviews and consultations via Zoom

Requirements

  • Driven, trainable, and dependable work style
  • Comfortable in a competitive, performance-oriented environment
  • Comfortable appearing on camera
  • Ability to work independently from home

Benefits

  • No cold calling
  • Qualified-interest pipeline
  • Performance-based advancement
  • 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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