Remote - Client Services Associate

AO Garcia Agency; Oakland (CA); Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking motivated individuals to join a vibrant, remote team focused on delivering personalized financial solutions. With industry-leading training and support, you will have the opportunity to forge lasting client relationships and navigate the latest trends in the financial landscape. Enjoy the flexibility of working from anywhere while being part of a fun, energetic team environment that prioritizes collaboration and success. This role offers rapid career growth, weekly pay, and exciting incentive trips, making it an excellent opportunity for those looking to achieve both personal and professional goals.

Benefits

Comprehensive Training

Weekly Pay

Bonuses

Medical Reimbursement

Incentive Trips

Qualifications

• No prior experience required; comprehensive training provided.
• Ability to cultivate long-term client relationships.

Responsibilities

• Call and receive calls from clients regarding benefits.
• Present and explain insurance products over Zoom.

Skills

Client Communication

Financial Strategy Development

Virtual Presentation Skills

Relationship Building

Education

High School Diploma

Bachelor's Degree (Preferred)

Tools

Zoom

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

• 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