Remote Financial Services Representative

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 during virtual consultations.
  • Explain relevant options and recommendations.
  • Maintain ongoing client relationships after initial meetings.
  • Document interactions and manage appointment scheduling.
  • Keep CRM records accurate and up to date.
  • Conduct interviews and client interactions through Zoom.

Requirements

  • Driven, dependable, and trainable.
  • Comfortable working in a competitive environment.
  • Comfortable appearing on camera for virtual meetings.
  • Willingness to complete administrative tasks, including notes and CRM updates.

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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