Work From Home - Client Services Representative

AO Globe Life; Beloit (WI); Remote; USD 27,000 - 55,000; Full time

Benefits offered by this job

Weekly pay

Mentorship

Training program

Advancement opportunities

Industry tools

Work from home

Zoom interviews

Job summary

AO Globe Life is seeking a motivated professional to join our remote team. The role focuses on conducting virtual consultations with clients, assessing needs, and guiding them to appropriate financial solutions, all from a home-based setup.

You will nurture ongoing client relationships through regular check-ins while handling essential administrative duties to keep our engagements organized and efficient.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to explain solutions clearly and confidently.
• Strong organizational and proactive task management.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and educate them on suitable solutions.
• Cultivate and maintain lasting client relationships with regular check-ins.
• Complete related administrative tasks (note-taking, appointment setting, etc.).

Skills

Virtual consultations

Needs assessment

Relationship building

Administrative tasks

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