Work From Home - Client Services Representative

AO Garcia Agency; Chesapeake (VA); Remote; USD 36,000 - 55,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home

Flexible schedule

Industry leading tools

Job summary

AO Garcia Agency is seeking a motivated individual for a flexible, work-from-home role focused on guiding families toward financial well-being. The position offers a hybrid of virtual consultations, ongoing client follow-ups, and broad training opportunities.

You will build relationships, conduct virtual meetings, and handle related administrative tasks while earning weekly pay and access to leading tools and mentorship.

Qualifications

• Must be passionate, competitive, motivated and dependable.
• Flexible, trainable with a willingness to adapt.
• Access to Zoom for interviews.

Responsibilities

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

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