Work From Home - Client Services Associate

AO Garcia Agency; Barre (VT); Remote; USD 40,000 - 60,000; Full time

Job summary

A leading insurance solutions provider seeks individuals to engage with clients virtually, providing tailored financial strategies and insurance products. With extensive training offered, candidates will thrive in a supportive remote environment. This role promises rapid career progression, competitive bonuses, and the potential for all-expense-paid trips. Interested applicants should have strong client communication skills and a willingness to adapt to industry trends.

Benefits

Comprehensive training

Weekly pay and bonuses

Medical Reimbursement program

Incentive trips

Qualifications

• Experience in client communication is beneficial.
• Ability to work in a dynamic, virtual team environment.
• Willingness to learn and adapt to financial strategies.

Responsibilities

• Converse virtually with clients to develop financial strategies.
• Cultivate long-lasting client relationships.
• Present insurance products during video calls.
• Schedule and attend client appointments.

Skills

Client communication

Financial strategy formulation

Adaptability to trends

Job description

Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals. In 2020, we transitioned to 100% virtual.

Through providing personalized benefits solutions, you’ll be the architect of your client’s security tomorrow. In this role, you can expect to:

• Converse virtually with clients, weaving financial strategies that empower.
• Cultivate client bonds that stand the test of time.
• Ride the crest of industry trends, fortifying your knowledge.
• Work alongside a dynamic remote team, where collaboration is the heartbeat of success.

Company Highlights:

• Voted #24 Happiest Company to Work For
• Rated A+ Superior by A.M. Best for financial strength
• Parent company Globe Life has more policyholders than any insurance company in the world

What We Offer:

• Work virtually, from anywhere
• Comprehensive training provided
• A fun, energetic, and positive team environment
• Rapid career growth and advancement opportunities
• Weekly pay and bonuses
• Medical Reimbursement program after 90 days
• Residual Income
• Ability to qualify for all-expense-paid incentive trips around the world

Responsibilities:

• Calling and receiving calls from clients
• Scheduling appointments with clients who request our benefits
• Presenting and explaining insurance products and benefits packages over Zoom video call
• Completing applications for insurance products
• Attending ongoing, optional training sessions

All interviews will be conducted via Zoom video conferencing