Work From Home - Client Services Representative

AO Garcia Agency; Burlington (VT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Qualified lead program

Weekly pay

Mentorship and training

Access to industry-leading tools

Job summary

A financial wellness firm in Burlington is looking for passionate individuals to conduct virtual consultations with clients to assess their needs and provide tailored solutions. This role offers the flexibility to work from home while building lasting relationships with clients. Ideal candidates are adaptable, dependable, and self-motivated, with opportunities for advancement based on performance. The position includes comprehensive training, industry-leading tools, and a supportive mentoring environment.

Qualifications

• Strong communication skills for virtual consultations.
• Ability to assess client needs and deliver appropriate solutions.
• Motivated and dependable with a strong work ethic.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and provide tailored knowledge on solutions.
• Build and maintain lasting client relationships.

Skills

Client relationship management

Virtual consultation skills

Adaptability

Hardworking

Tools

Zoom

Web conference platforms

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‑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)

Desired characteristics

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

All interviews will be conducted via Zoom video conferencing.