Virtual - Client Portfolio Specialist

1 hour, 43 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-based presentations for prospective clients.
  • Enroll clients who have requested financial and benefits guidance.
  • Support and serve an ongoing portfolio of clients.
  • Discuss benefits with clients in a clear, consultative manner.
  • Follow the team’s established process with support from involved leaders.
  • Work collaboratively with a growing remote team.

Requirements

  • Clear, empathetic communication skills.
  • Self-discipline and ability to work independently in a home office.
  • Willingness to follow a proven process.
  • Genuine interest in benefits conversations and helping families.
  • Ability to participate in Zoom presentations and remote client interactions.

Benefits

  • Fully remote home-office work.
  • Flexible schedule that can accommodate real-life commitments.
  • Training, mentorship, and ongoing leadership support.
  • Opportunity to do work that supports 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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