Virtual Client Portfolio Advisor

16 hours, 7 minutes ago
Mid Level
Customer and Technical Support

AO Garcia Agency

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

Insurance

Description

  • Conduct web-conference meetings with families from home.
  • Explain offerings in clear, plain language.
  • Follow up with prospective clients.
  • Maintain notes and manage scheduling.
  • Build and manage a book of business.
  • Track performance and pursue advancement through consistent results.

Requirements

  • Must be coachable and consistent.
  • Ability to work independently without constant supervision.
  • Strong follow-up, note-taking, and scheduling habits.
  • Comfort participating in Zoom interviews and web-conference meetings.

Benefits

  • Work-from-home arrangement.
  • Full-time or part-time options.
  • No cold calling; work with warm leads.
  • Written training and live coaching.
  • Advancement opportunities based on performance.

Interested in this position?

Apply directly on the company website

Apply Now

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