Virtual Client Portfolio Advisor

4 hours, 54 minutes ago
Full-time
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, coaching, and mentorship.
  • Attend a short Zoom overview as part of the application process.

Requirements

  • Self-motivated and comfortable working independently.
  • Willingness to accept coaching and feedback.
  • Strong conversational and interpersonal skills.
  • Ability to help families identify suitable financial protection options.
  • Comfort working in a performance-oriented environment.
  • Able to work remotely without requiring an on-site manager.

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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