Virtual Member Services Associate

AO Garcia Agency; Elgin (IL); Teletrabalho; USD 55 000 - 85 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Remote work

Flexible schedule

Client mentoring

Professional training

Resumo da oferta

AO Garcia Agency is seeking a client-facing remote professional in financial services who can enroll and support clients who ask for guidance. You will work with a growing team, receive mentorship, and use provided tools to present information to families.

The role emphasizes meaningful work, a schedule you can build around real life, and ongoing training with leaders who stay involved.

Qualificações

• Clear, human communication throughout client interactions.
• Self-motivation with ability to work without direct supervision.
• Willingness to follow a proven process and guidelines.
• Interest in discussing benefits as part of client guidance.

Responsabilidades

• Enroll and support clients seeking guidance.
• Deliver web presentations to client groups.
• Participate in ongoing training and mentorship programs.

Conhecimentos

Clear communication

Self-discipline

Process adoption

Benefits conversations

Descrição da oferta de emprego

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"