Remote - Client Services Associate

AO Garcia Agency; Oakland (CA); Remote; USD 40,000 - 60,000; Full time

Job summary

AO Garcia Agency is seeking motivated individuals to interact with clients and present personalized insurance solutions, all in a fully virtual environment. Comprehensive training and a dynamic team culture are provided to support career growth and excellence. Enjoy the flexibility of working from anywhere while building lasting client relationships and growing professionally.

Benefits

Comprehensive training provided

Remote work flexibility

Weekly pay and bonuses

Medical Reimbursement program after 90 days

Incentive trips around the world

Qualifications

• Strong communication skills are essential for client interactions.
• Ability to foster lasting client relationships.
• Understanding of financial concepts to provide effective solutions.

Responsibilities

• Call and receive calls from clients to discuss insurance products.
• Schedule appointments for benefit consultations.
• Present and explain insurance products virtually over video calls.

Skills

Communication

Client Relationship Management

Financial Literacy

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