Virtual Client Portfolio Advisor

2 hours, 3 minutes ago
Mid Level
Sales and Business Development

AO Garcia Agency

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

Insurance

Description

  • Speak with people who have requested information.
  • Assess client needs and match them with available protection options.
  • Guide clients through a straightforward enrollment process.
  • Build and service an ongoing client list.
  • Participate in training, feedback, and mentorship.
  • Attend a short Zoom overview as part of the application process.

Requirements

  • Self-motivated and comfortable working independently.
  • Competitive and receptive to coaching and feedback.
  • Strong interest in helping families.
  • Comfortable communicating with clients regularly.
  • Able to work effectively in a performance-oriented environment.
  • Able to work without a manager physically present.

Benefits

  • Pre-qualified warm leads.
  • Step-by-step onboarding and training.
  • Remote work tools.
  • Flexible hours.
  • Ongoing mentorship.

Interested in this position?

Apply directly on the company website

Apply Now

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