Virtual - Client Portfolio Specialist

37 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.
  • Discuss benefits options and help clients understand available solutions.
  • Follow the team’s established client-support process.
  • Collaborate with team leaders and use provided tools and mentorship.

Requirements

  • Clear, empathetic communication skills.
  • Strong self-discipline and ability to work independently in a home office.
  • Willingness to follow a proven process.
  • Interest in client benefits conversations rather than purely transactional sales.
  • Ability to work remotely and conduct presentations via Zoom or similar platforms.

Benefits

  • Fully remote home-office work.
  • Flexible schedule that can accommodate personal commitments.
  • Training, mentorship, and ongoing leadership support.
  • Meaningful work helping families with benefits decisions.
  • Opportunity to build and maintain a long-term client portfolio.

Interested in this position?

Apply directly on the company website

Apply Now

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