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Virtual - Client Portfolio Specialist

3 weeks ago
United States
Mid Level
Account Manager
Customer and Technical Support
Apply Now

AO Garcia Agency

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

Insurance
View All Jobs 4166

Description

  • Conduct client consultations and web presentations remotely.
  • Enroll clients who have requested financial guidance.
  • Support clients throughout an ongoing service relationship.
  • Discuss benefits and financial services based on client needs.
  • Follow the team’s established process and use provided tools.
  • Collaborate with team leaders and participate in mentorship and training.

Requirements

  • Clear, empathetic communication skills.
  • Strong self-discipline and ability to work independently from a home office.
  • Openness to following a proven process.
  • Interest in client benefits conversations rather than transactional sales.
  • Ability to conduct client meetings through Zoom or similar web presentation tools.

Benefits

  • Fully remote home-office work.
  • Flexible schedule that can be built around personal commitments.
  • Structured training, mentorship, and ongoing leadership support.
  • Opportunity to serve and support families through meaningful 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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