Remote Team Lead - Client Services

3 hours, 30 minutes ago
Lead
Customer and Technical Support

AO Garcia Agency

An independent insurance agency operating under the American Income Life / Globe Life network.

Insurance

Description

  • Conduct web-based presentations for prospective clients.
  • Enroll clients who have requested financial guidance.
  • Support and serve an ongoing portfolio of clients.
  • Discuss benefits and financial services with families.
  • Follow the company’s established client engagement process.
  • Collaborate with team leaders and use available training and tools.

Requirements

  • Clear, personable communication skills.
  • Self-discipline and ability to work independently in a home office.
  • Willingness to follow a proven process.
  • Interest in benefits conversations and client support.
  • Ability to work effectively in a fully remote environment.
  • Availability to participate in Zoom-based role discussions and presentations.

Benefits

  • Fully remote home-office work.
  • Flexible schedule that can be built around personal commitments.
  • Training and ongoing mentorship from involved leaders.
  • Opportunity to do work supporting families.
  • Ongoing client portfolio rather than one-off calls.

Interested in this position?

Apply directly on the company website

Apply Now

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