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Remote Policy Services Representative

1 hour, 47 minutes ago
United States
Mid Level
Customer Support
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 4322

Description

  • Conduct web-based presentations for prospective clients seeking financial guidance.
  • Enroll eligible clients in appropriate financial services solutions.
  • Provide ongoing support to an assigned client portfolio.
  • Discuss employee and family benefits needs with clients.
  • Follow the team’s established client-engagement process.
  • Collaborate with team leaders and mentors for training and support.
  • Manage an independent remote work schedule.

Requirements

  • Clear, personable communication skills.
  • Self-discipline and the ability to work independently without direct on-site supervision.
  • Willingness to follow a proven process.
  • Interest in discussing benefits and financial guidance rather than relying solely on sales-driven approaches.
  • Ability to work effectively in a fully remote, client-facing environment.

Benefits

  • Fully remote home-office work environment.
  • Flexible schedule that can be built around personal commitments.
  • Training, mentorship, and ongoing involvement from team leaders.
  • Opportunity to support families through meaningful financial services work.
  • Ability to build and continue serving a client portfolio rather than handling only one-off calls.

Interested in this position?

Apply directly on the company website

Apply Now

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