Remote - Client Services Associate

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

Job summary

Join a dynamic and innovative agency that prioritizes your growth while providing comprehensive training and support. This role allows you to work virtually from anywhere, helping clients secure their financial future through personalized benefits solutions. You'll build lasting relationships with clients and collaborate with a vibrant team committed to excellence. With opportunities for rapid career advancement, weekly pay, and exciting incentive trips, this is your chance to thrive in a fun and energetic environment. Embrace the opportunity to make a difference in people's lives while achieving your own professional goals.

Benefits

Comprehensive Training

Weekly Pay

Bonuses

Medical Reimbursement

Incentive Trips

Qualifications

• Strong communication skills to engage with clients virtually.
• Ability to develop financial strategies tailored to client needs.

Responsibilities

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

Skills

Client Communication

Financial Strategy Development

Virtual Collaboration

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

• 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