Work From Home - Client Services Representative

3 hours, 4 minutes ago
Entry 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 with prospective clients.
  • Enroll clients who have requested financial guidance.
  • Provide ongoing support to an assigned client portfolio.
  • Discuss benefits and help clients understand available options.
  • Follow the team’s established client engagement process.
  • 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 home office.
  • Openness to following a proven process.
  • Interest in client benefits conversations and financial guidance.
  • Ability to participate in Zoom-based presentations and meetings.

Benefits

  • Fully remote home-office work.
  • Flexible scheduling that can accommodate real-life commitments.
  • Training and ongoing mentorship from involved leaders.
  • Opportunity to serve families through meaningful financial services work.
  • Ongoing client portfolio ownership rather than one-off calls.

Interested in this position?

Apply directly on the company website

Apply Now

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