Remote Client Services Specialist - Growth & Mentorship

AO Garcia Agency; Dubuque (IA); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology access

Work from home

Job summary

A financial services firm based in Dubuque, Iowa, is seeking a passionate individual for a role focused on securing families’ financial well-being. This position allows you to conduct virtual consultations with clients, assess their needs, and build lasting relationships. Enjoy a flexible schedule and the opportunity to work from home, along with industry-leading tools and thorough training. Ideal candidates are motivated, dependable, and adaptable.

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 as needed.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

A financial services firm based in Dubuque, Iowa, is seeking a passionate individual for a role focused on securing families’ financial well-being. This position allows you to conduct virtual consultations with clients, assess their needs, and build lasting relationships. Enjoy a flexible schedule and the opportunity to work from home, along with industry-leading tools and thorough training. Ideal candidates are motivated, dependable, and adaptable.