Work From Home - Client Services Representative

AO Garcia Agency; Aurora (IL); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Work from home (web conference-based)”

Job summary

AO Garcia Agency is seeking a motivated professional for a flexible, work-from-home role focused on helping families secure financial well-being. You’ll conduct virtual consultations, assess needs, and build lasting client relationships while balancing personal and professional life.

Typical day includes client meetings via web conferences, administrative follow-ups, and leveraging leading tools and training provided.

Qualifications

• Experience conducting virtual consultations and advising clients.
• Ability to build and maintain long-term client relationships.
• Strong communication and active listening skills.

Responsibilities

• Conduct virtual consultations with clients to assess needs and present solutions.
• Assess clients' needs and provide knowledge on suitable financial options.
• Cultivate lasting client relationships through regular follow-ups and check-ins.
• Complete related administrative tasks (notes, scheduling, follow-ups) as needed.

Skills

Client communication

Virtual consultations

Relationship building

Adaptability

Job description

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career.

In this role, you will assume a vital position in securing families’ financial well-being..

Typical day-to-day tasks include:

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Incentives include but not limited to:

• No cold calling
• Qualified lead program
• Advancement based on performance
• Weekly pay
• Mentorship and complete training
• Industry leading tools and technology access
• Work from home (web conference-based presentations)

Looking for candidates who hold the below characteristics:

Passionate. Competitive. Motivated. Dependable. Hardworking. Adaptable. Flexible, Trainable.

If you are a hard-working, motivated team player, this may be an opportunity for you!

*All interviews will be conducted via Zoom video conferencing