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Work From Home - Client Services Coordinator

3 hours, 4 minutes ago
United States
Full-time
Entry Level
Customer Success
Customer and Technical Support
Apply Now

AO Garcia Agency

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

Insurance
View All Jobs 3927

Description

  • Conduct web-based presentations with prospective clients who have requested guidance.
  • Enroll clients in appropriate financial services or benefits solutions.
  • Provide ongoing support to a portfolio of clients.
  • Follow the team’s established client engagement and enrollment process.
  • Collaborate with team leaders and participate in training and mentorship.
  • Build and manage a work schedule around client needs and personal availability.

Requirements

  • Clear, personable communication skills.
  • Self-discipline and the ability to work independently in a remote environment.
  • Willingness to follow a proven process.
  • Interest in discussing benefits and financial guidance with clients.
  • Ability to participate in Zoom-based role discussions and web presentations.

Benefits

  • Fully remote home-office work.
  • Flexible scheduling designed to fit around personal commitments.
  • Training, mentorship, and ongoing support from involved leaders.
  • Opportunity to serve families through meaningful financial guidance.
  • Ability to build and maintain a continuing client portfolio rather than handling only one-off calls.

Interested in this position?

Apply directly on the company website

Apply Now

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