Remote Client Services Rep — Flexible Schedule & Growth

AO Garcia Agency; West Jordan (UT); Remote; USD 27,000 - 36,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Weekly pay

Mentorship and training

Work from home

Job summary

AO Garcia Agency is seeking a motivated candidate for a remote role that supports families' financial well-being. The position emphasizes virtual consultations, flexible scheduling, and growth opportunities, with Zoom interviews and ongoing mentorship.

Responsibilities include assessing client needs, presenting solutions, and maintaining periodic check-ins to foster lasting relationships. No cold calls, with mentorship and training provided.

Qualifications

• Must be able to conduct virtual consultations and assess client needs.
• Build long-term client relationships with regular check-ins.
• Assist with administrative tasks such as notes and scheduling.
• Offer flexible, work-from-home opportunities and a positive, growth-focused environment.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Skills

Virtual consultations

Client relationships

Communication

Adaptability

Job description

AO Garcia Agency is seeking a motivated candidate for a remote role that supports families' financial well-being. The position emphasizes virtual consultations, flexible scheduling, and growth opportunities, with Zoom interviews and ongoing mentorship.

Responsibilities include assessing client needs, presenting solutions, and maintaining periodic check-ins to foster lasting relationships. No cold calls, with mentorship and training provided.