Virtual - Client Portfolio Specialist

1 hour, 43 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 in appropriate financial services offerings.
  • Support and serve an ongoing client portfolio.
  • Discuss employee and family benefits with clients.
  • Follow the team’s established client guidance process.
  • Collaborate with team leaders and use available training and tools.

Requirements

  • Clear, personable communication skills.
  • Self-discipline and the ability to work independently in a home-office environment.
  • Willingness to follow a proven process.
  • Interest in benefits-focused client conversations.
  • Ability to build and manage a schedule around personal commitments.

Benefits

  • Fully remote home-office work.
  • Flexible scheduling built around real-life commitments.
  • Training, mentorship, and involved leadership.
  • Ongoing client relationships instead of one-off calls.
  • Opportunity to support families through meaningful financial guidance.

Interested in this position?

Apply directly on the company website

Apply Now

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