Remote - Client Services Associate

AO Garcia Agency; United States; Remote; USD 30,000 - 50,000; Full time

Job summary

AO Garcia Agency seeks a Client Service Associate to engage with clients virtually and support their financial strategies. This role offers the opportunity for rapid career growth within a fun and supportive team environment, with comprehensive training provided. Enjoy flexible working conditions with the potential for bonuses and continued education.

Benefits

Weekly pay and bonuses

Medical Reimbursement program after 90 days

All-expense-paid incentive trips around the world

Qualifications

• Experience in financial services not required, training provided.
• Ability to converse virtually and build long-term client relationships.
• Proactive in learning industry trends and insurance products.

Responsibilities

• Call and receive calls from clients, scheduling appointments.
• Present and explain insurance products over Zoom.
• Complete insurance product applications.

Skills

Client Communication

Financial Strategy

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
• 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

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Client Service Associate • Fayetteville, NC, US