Remote - Client Services Associate

AO Garcia Agency; Bozeman (MT); Remote; USD 40,000 - 60,000; Full time

Job summary

Join a leading agency as a client-oriented representative, providing financial solutions and forging strong client relationships. Enjoy comprehensive training, work virtually from anywhere, and be part of an energetic team focused on rapid career growth in the financial sector.

Benefits

Weekly pay and bonuses

Medical Reimbursement program

Incentive trips around the world

Comprehensive training and support

Qualifications

• No prior experience necessary; comprehensive training is provided.
• Ability to engage clients virtually and explain complex products.

Responsibilities

• Schedule and conduct client calls, presenting insurance products.
• Participate in ongoing training sessions to enhance knowledge.

Skills

Client Relationship Management

Financial Knowledge

Communication Skills

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