Work From Home - Client Services Associate

AO Garcia Agency; Gresham (OR); Remote; USD 10,000 - 60,000; Full time

Job summary

A leading insurance agency is seeking motivated individuals for a client-facing role. Experience is not required as excellent training will be provided. You will communicate with clients virtually, presenting financial strategies and insurance products through Zoom. The role offers flexible virtual work, career growth, and bonuses available, fostering a positive team environment.

Benefits

Comprehensive training

Weekly pay and bonuses

Medical Reimbursement program

Incentive trips around the world

Qualifications

• Experience in client communication is important, but not required.
• Willingness to learn about financial strategies and insurance products.
• Ability to work in a virtual team environment.

Responsibilities

• Converse virtually with clients to discuss financial strategies.
• Schedule and conduct appointments with clients via Zoom.
• Present and explain insurance products to clients.

Skills

Client communication

Financial strategy weaving

Adaptability

Collaboration

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