Remote Client Services Specialist – Virtual Consultations

AO Garcia Agency; Crown Point (IN); Remote; USD 52,000 - 68,000; 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:

Work from home (web conference-based)

Job summary

AO Garcia Agency is seeking a driven professional for a remote role offering flexibility and growth. You will conduct virtual consultations, assess client needs, and help families secure financial well-being using leading tools.

A balance of work-from-home flexibility and structured mentorship is provided. You'll build lasting client relationships through regular check-ins, complete administrative tasks, and participate in a supportive, performance-based advancement program with weekly pay and

Qualifications

• Passionate, competitive and motivated attributes are preferred.
• Dependable, hardworking and adaptable traits are valued.
• Flexible, trainable individuals who thrive in remote settings will excel.
• Strong interpersonal skills and a growth mindset are advantageous.

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

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

AO Garcia Agency is seeking a driven professional for a remote role offering flexibility and growth. You will conduct virtual consultations, assess client needs, and help families secure financial well-being using leading tools.

A balance of work-from-home flexibility and structured mentorship is provided. You'll build lasting client relationships through regular check-ins, complete administrative tasks, and participate in a supportive, performance-based advancement program with weekly pay and