Remote - Client Services Associate

AO Garcia Agency; Gresham (OR); Remote; USD 40,000 - 70,000; Full time

Job summary

A leading financial agency is seeking motivated individuals to join their remote team, focusing on delivering personalized benefits solutions. You'll build client relationships and provide comprehensive training, setting the stage for career advancement and the potential for travel incentives. This role requires excellent communication skills and a dedication to customer service within a vibrant team environment.

Benefits

Comprehensive training provided

Medical Reimbursement program after 90 days

Weekly pay and bonuses

Residual Income

Opportunity for incentive trips

Qualifications

• No prior experience required; training provided.
• Ability to communicate effectively via virtual platforms.
• Strong interpersonal skills to build and maintain client relationships.

Responsibilities

• Converse with clients virtually to develop financial strategies.
• Schedule appointments and present insurance products via Zoom.
• Complete applications for insurance products and attend training sessions.

Skills

Communication

Client Relationship Management

Financial Strategy Development

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