Remote Team Lead - Client Services

2 hours, 22 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 who request guidance.
  • Enroll clients in appropriate financial services and benefits solutions.
  • Provide ongoing support to an assigned client portfolio.
  • Communicate with clients in a clear, human, and service-oriented manner.
  • Follow the company’s established client engagement and enrollment process.
  • Manage daily work independently in a home-office environment.
  • Participate in training and collaborate with involved team leaders.

Requirements

  • Strong clear and personable communication skills.
  • Ability to work independently without direct in-person supervision.
  • Openness to following a proven process.
  • Interest in benefits conversations and client guidance rather than transactional sales.
  • Comfort with remote work and web presentations.

Benefits

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

Interested in this position?

Apply directly on the company website

Apply Now

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