Remote - Client Services Associate

AO Garcia Agency; Cedar Falls (IA); Remote; USD 40,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a motivated individual for a remote role focused on personalized financial benefits solutions. You'll engage with clients to build lasting relationships while utilizing comprehensive support and training provided by the agency. This position offers an energetic team environment with opportunities for career growth and incentives.

Benefits

Comprehensive training provided

Weekly pay and bonuses

Medical Reimbursement program after 90 days

Residual Income

All-expense-paid incentive trips

Qualifications

• Experience in providing financial strategies is an asset but not required.
• Strong communication skills are essential for virtual consultations.
• Willingness to engage in ongoing training and development.

Responsibilities

• Conduct virtual consultations with clients to discuss benefits.
• Schedule and manage appointments effectively.
• Present insurance products during Zoom calls.

Skills

Client Communication

Financial Strategy

Team 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