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Virtual - Client Portfolio Specialist

2 weeks, 6 days ago
United States
Mid Level
Customer Success
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 3780

Description

  • Conduct web-based presentations and consultations with prospective clients.
  • Enroll clients in appropriate financial services or benefits solutions.
  • Provide ongoing support to a portfolio of clients.
  • Explain benefits and financial guidance clearly and empathetically.
  • Follow the organization’s established client engagement process.
  • Manage daily work independently from a home office.
  • Collaborate with team members and leaders for training and support.

Requirements

  • Strong, clear, and personable communication skills.
  • Self-discipline and ability to work independently in a remote environment.
  • Willingness to follow a proven process.
  • Interest in benefits-focused client conversations rather than transactional sales.
  • Ability to conduct client meetings and presentations through Zoom or similar web tools.

Benefits

  • Fully remote home-office work.
  • Flexible schedule that can accommodate personal commitments.
  • Training, mentorship, and ongoing leadership involvement.
  • Opportunity to serve families through meaningful benefits guidance.
  • Ability to build and maintain a continuing client portfolio.

Interested in this position?

Apply directly on the company website

Apply Now

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