Virtual Policyholder Support Representative

AO Garcia Agency; Barre (VT); Remoto; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, partnering with a growing team that provides tools and mentorship.

Responsibilities emphasize delivering value to families, presenting information via web sessions, and building a schedule that fits real-life commitments while maintaining ongoing client relationships.

Competenze

• Clear and human communication.
• Disciplined with minimal supervision.
• Open to a proven process.
• Interest in benefits conversations, not just sales energy.

Mansioni

• Enroll and support clients who ask for guidance.
• Work with a growing team and receive mentorship.
• Deliver web presentations from a home office.

Conoscenze

Clear communication

Self-motivation

Process adoption

Benefits conversations

Descrizione del lavoro

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"