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 benefits guidance.
  • Support and serve clients over an ongoing relationship.
  • Discuss benefits options and help families understand their choices.
  • Follow the team’s established process and collaborate with involved leaders.
  • Manage an independent home-office schedule.

Requirements

  • Clear, personable communication skills.
  • Self-discipline and ability to work independently in a remote environment.
  • Openness to following a proven process.
  • Interest in benefits conversations and client support.
  • Availability to participate in Zoom-based role discussions and presentations.

Benefits

  • Fully remote home-office work.
  • Flexible schedule that can accommodate personal commitments.
  • Training, mentorship, and ongoing leadership support.
  • Opportunity to serve an ongoing client portfolio rather than handling one-off calls.
  • Work focused on helping families with benefits decisions.

Interested in this position?

Apply directly on the company website

Apply Now

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