Virtual Sales Representative - Financial Services

3 hours, 4 minutes ago
Entry Level
Sales and Business Development

AO Garcia Agency

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

Insurance

Description

  • Assess client needs during virtual consultations.
  • Teach and explain available options.
  • Maintain ongoing client relationships after initial meetings.
  • Document interactions and manage follow-up notes.
  • Schedule appointments and keep CRM records accurate.
  • Conduct interviews and consultations through Zoom.

Requirements

  • Driven, trainable, and dependable work style.
  • Comfortable working in a competitive environment.
  • Comfortable appearing on camera for virtual meetings.
  • Willingness to complete administrative and CRM tasks.
  • No specific education or prior experience requirements were provided.

Benefits

  • No cold calling.
  • Qualified-interest pipeline.
  • Performance-based advancement opportunities.
  • Full training provided.
  • Access to a current technology stack.
  • Work-from-home arrangement.

Interested in this position?

Apply directly on the company website

Apply Now

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