Remote - Client Services Associate

AO Garcia Agency; San Francisco (CA); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading agency in California is seeking motivated individuals to join their virtual team. With industry-leading training and support, you will help clients secure their financial futures. Enjoy a positive work environment, rapid career growth, and the flexibility to work from anywhere. The role involves client communication, presenting insurance products, and scheduling appointments, all conducted via Zoom. Join a company recognized for its strong financial performance and employee satisfaction.

Benefits

Comprehensive training

Weekly pay and bonuses

Medical Reimbursement program

Residual Income

Incentive trips

Qualifications

• No industry experience required; comprehensive training provided.

Responsibilities

• Calling and receiving calls from clients.
• Presenting insurance products over Zoom.

Skills

Client Communication

Financial Strategy

Collaboration

Job description

Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals. In 2020, we transitioned to 100% virtual.

Through providing personalized benefits solutions, you’ll be the architect of your client’s security tomorrow. In this role, you can expect to:

• Converse virtually with clients, weaving financial strategies that empower.

• Cultivate client bonds that stand the test of time.

• Ride the crest of industry trends, fortifying your knowledge.

• Work alongside a dynamic remote team, where collaboration is the heartbeat of success.

Company Highlights:

• Voted #24 Happiest Company to Work For

• Rated A+ Superior by A.M. Best for financial strength

• Parent company Globe Life has more policyholders than any insurance company in the world

What We Offer:• Work virtually, from anywhere

• Comprehensive training provided

• A fun, energetic, and positive team environment

• Rapid career growth and advancement opportunities

• Weekly pay and bonuses

• Medical Reimbursement program after 90 days

• Residual Income

• Ability to qualify for all-expense-paid incentive trips around the world

Responsibilities:

• Calling and receiving calls from clients

• Scheduling appointments with clients who request our benefits

• Presenting and explaining insurance products and benefits packages over Zoom video call

• Completing applications for insurance products

• Attending ongoing, optional training sessions

*All interviews will be conducted via Zoom video conferencing