Work From Home - Client Services Representative

AO Garcia Agency; Beloit (WI); Remote; USD 18,000 - 32,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Advancement based on performance

No cold calling

Qualified lead program

Industry leading tools and technology

Work from home

Job summary

AO Garcia Agency in Beloit, WI offers a flexible remote role designed to fit your life while helping families secure their financial well-being. You will conduct virtual consultations, assess needs, and present financial solutions to clients.

This position includes a mentorship and comprehensive training, a qualified lead program, and advancement based on performance, plus weekly pay and access to industry leading tools for success.

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