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Remote Member Services Specialist

2 days, 3 hours ago
United States
Mid Level
Customer Success
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 4058

Description

  • Conduct client consultations and web presentations for individuals seeking financial guidance.
  • Enroll clients in appropriate financial services or benefits solutions.
  • Provide ongoing support to a retained client portfolio.
  • Explain benefits and financial options clearly and in a client-focused manner.
  • Follow the team’s established client engagement and enrollment process.
  • Collaborate with team leaders and use available tools and mentorship to serve clients.

Requirements

  • Clear, empathetic communication skills.
  • Strong self-discipline and ability to work independently in a home office.
  • Openness to following a proven process.
  • Interest in benefits conversations and client guidance rather than purely 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 involvement from team leaders.
  • Meaningful work supporting families.
  • Opportunity to build and maintain an ongoing client portfolio.

Interested in this position?

Apply directly on the company website

Apply Now

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