Work From Home - Client Services Associate

AO Garcia Agency; South Kingstown (RI); Remote; USD 40,000 - 60,000; Full time

Job summary

A dynamic insurance agency in Rhode Island is seeking individuals to work virtually with clients. Responsibilities include managing client calls, scheduling appointments, and presenting insurance products via Zoom. Comprehensive training will be provided, along with opportunities for rapid career growth and a fun team environment. Applicants should possess strong virtual communication skills and a client-focused attitude.

Benefits

Weekly pay and bonuses

Medical Reimbursement program

Incentive trips around the world

Qualifications

• Experience in customer service is beneficial but not mandatory.
• Willingness to learn and adapt to new financial strategies.
• Ability to work in a virtual environment.

Responsibilities

• Call and receive calls from clients.
• Schedule appointments based on client requests.
• Present insurance products via Zoom.
• Complete applications for insurance.
• Attend ongoing optional training.

Skills

Client relationship management

Virtual communication skills

Financial strategy development

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