Remote Client Services Specialist — Flexible Schedule & Growth

AO Garcia Agency; Kingston (RI); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Advancement based on performance

Industry leading tools and technology

Work from home (web conference-based)

No cold calling

Job summary

AO Garcia Agency in the United States is seeking a driven professional to join our flexible, work-from-home team. In this role you will conduct virtual consultations, assess client needs, and provide knowledge on available financial solutions to support families’ financial well-being.

You will build lasting client relationships through regular check-ins, perform related administrative tasks, and participate in mentorship and training to grow with the company. Interviews are conducted via Zoom.

Qualifications

• Must be passionate, motivated and adaptable to a flexible work environment.
• Willing to learn and take direction in a mentorship-driven role.
• Comfortable with a remote, home-based schedule and video conferencing.

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

Needs assessment

Client relationship building

Administrative tasks

Home-based work

Strong communication

Job description

AO Garcia Agency in the United States is seeking a driven professional to join our flexible, work-from-home team. In this role you will conduct virtual consultations, assess client needs, and provide knowledge on available financial solutions to support families’ financial well-being.

You will build lasting client relationships through regular check-ins, perform related administrative tasks, and participate in mentorship and training to grow with the company. Interviews are conducted via Zoom.