Work From Home - Client Services Representative

Medium; Bristol (CT); Remote; Full time

Benefits offered by this job

Flexible schedule

Qualified lead program

Weekly pay

Mentorship and complete training

No cold calling

Job summary

A consulting firm in Bristol, Connecticut, is seeking passionate individuals for a role focused on securing families’ financial well-being. Responsibilities include conducting virtual consultations to assess client needs, cultivate relationships, and complete administrative tasks. The company offers flexibility with work-from-home options, mentorship, and industry-leading tools. Ideal candidates are motivated, dependable, and adaptable, seeking growth opportunities in a professional environment.

Qualifications

• Passionate and motivated individuals with teamwork skills.
• Dependable and adaptable, able to work flexibly.
• Trainable and competitive mindset.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and educate them on solutions.
• Cultivate client relationships with consistent check-ins.
• Complete administrative tasks as needed.

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.

All interviews will be conducted via Zoom video conferencing.

Global Elite Empire Consultants is a third‑party recruiter, not an insurance agency.