Virtual - Client Portfolio Specialist

50 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-based presentations for prospective clients.
  • Enroll clients who have requested financial or benefits guidance.
  • Support and serve an ongoing client portfolio.
  • Follow the organization’s established client-engagement process.
  • Collaborate with team leaders and use available training and tools.

Requirements

  • Clear, personable communication skills.
  • Self-discipline and ability to work independently in a home office.
  • Openness to following a proven process.
  • Interest in discussing benefits and supporting families.
  • Ability to work effectively in a fully remote environment.

Benefits

  • Fully remote home-office work.
  • Flexible schedule that can be built around personal commitments.
  • Training, mentorship, and ongoing leadership support.
  • Opportunity to serve families through meaningful benefits conversations.
  • Long-term client portfolio rather than one-off calls.

Interested in this position?

Apply directly on the company website

Apply Now

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