Remote Client Services Specialist | Flexible Schedule & Growth

AO Garcia Agency; Evanston (WY); Remote; USD 36,000 - 68,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship and complete training

Industry leading tools and technology

advancement based on performance

No cold calling

Job summary

AO Garcia Agency is seeking a motivated individual to join our remote-friendly team. You will conduct virtual consultations, assess client needs, and help protect families' financial well-being while enjoying a flexible work-from-home schedule.

This role emphasizes building lasting client relationships through regular check-ins and efficient administration. Interviews are conducted via Zoom, and success is measured by performance and consistent dedication.

Qualifications

• Must be able to work from home with a flexible schedule.
• Experience in virtual consultations is preferred.
• Strong communication and relationship-building skills.

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.

Job description

AO Garcia Agency is seeking a motivated individual to join our remote-friendly team. You will conduct virtual consultations, assess client needs, and help protect families' financial well-being while enjoying a flexible work-from-home schedule.

This role emphasizes building lasting client relationships through regular check-ins and efficient administration. Interviews are conducted via Zoom, and success is measured by performance and consistent dedication.