Virtual - Client Portfolio Specialist

55 minutes ago
Mid Level
Sales and Business Development

AO Garcia Agency

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

Insurance

Description

  • Conduct web presentations and client consultations remotely.
  • Enroll clients who have requested financial guidance.
  • Support clients throughout an ongoing service relationship.
  • Discuss benefits and financial service options with families.
  • Follow the team’s established client support and enrollment process.
  • Build and manage a work schedule around client needs and personal availability.

Requirements

  • Clear, human communication skills.
  • Self-discipline and ability to work independently in a home office.
  • Openness to following a proven process.
  • Interest in benefits conversations and client guidance, not only sales.
  • Ability to participate in Zoom-based consultations and presentations.

Benefits

  • Fully remote home-office work.
  • Flexible scheduling designed around real-life commitments.
  • Training, mentorship, and involved leadership.
  • Opportunity to provide meaningful support to families.
  • Ongoing client portfolio rather than one-off calls.

Interested in this position?

Apply directly on the company website

Apply Now

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