Virtual Client Services Associate (Fully Remote)

AO Central; United States; Remote; USD 40,000 - 55,000; Full time

Benefits offered by this job

No cold calling

Mentorship program

Advancement opportunities

Qualified lead access

Remote work from home

Job summary

AO Central, a financial services company focused on protecting families through client-facing virtual services, is seeking a remote associate to conduct virtual consultations and guide families from home. You will interview via Zoom, receive full training, and have opportunities for advancement based on performance while using modern tools for web-conference presentations.

Join a team that values dependability and adaptability, with comprehensive mentorship and ongoing professional development

Qualifications

• Willingness to be trained and thrive in a remote environment.
• Ready to interview on Zoom.

Responsibilities

• Conduct virtual consultations with clients.
• Discuss client needs and provide guidance.
• Perform follow-up with clients.
• Handle light administrative tasks.

Skills

Willingness to learn

Strong communication

Zoom/virtual interview

Tools

Video conferencing

Job description

• Work from home in a client-facing financial-services role that protects families.
• Handle virtual consultations, needs conversations, follow-up, and light admin.

Incentives:

• No cold calling and access to qualified-interest leads.
• Advancement based on performance with full training and mentorship.
• Use modern tools and web-conference presentations from home.

Who We're Looking For:

• Willingness to be trained and thrive in a remote environment.
• Ready to interview on Zoom.

AO Central

We are AO Central, a financial services company focused on protecting families through client-facing virtual services. We value dependability, adaptability, and a competitive spirit, and we support our team with full training and mentorship.