Remote Team Lead - Client Services

3 hours, 22 minutes ago
Full-time
Lead
Customer and Technical Support

AO Garcia Agency

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

Insurance

Description

  • Assess client needs and recommend suitable options.
  • Educate clients on available products or solutions.
  • Maintain client relationships after initial consultations.
  • Document interactions and manage follow-up appointments.
  • Keep CRM records accurate and up to date.
  • Conduct interviews and consultations over Zoom.

Requirements

  • Driven, dependable, and comfortable in a competitive environment.
  • Trainable and willing to learn the required processes and tools.
  • Comfortable appearing on camera for virtual meetings.
  • Able to manage administrative tasks, including notes, appointments, and CRM updates.

Benefits

  • No cold calling required.
  • Qualified-interest pipeline provided.
  • 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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