Work From Home - Client Services Representative

AO Garcia Agency; Crown Point (IN); Remote; USD 52,000 - 68,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology:

Work from home (web conference-based)

Job summary

AO Garcia Agency is seeking a driven professional for a remote role offering flexibility and growth. You will conduct virtual consultations, assess client needs, and help families secure financial well-being using leading tools.

A balance of work-from-home flexibility and structured mentorship is provided. You'll build lasting client relationships through regular check-ins, complete administrative tasks, and participate in a supportive, performance-based advancement program with weekly pay and

Qualifications

• Passionate, competitive and motivated attributes are preferred.
• Dependable, hardworking and adaptable traits are valued.
• Flexible, trainable individuals who thrive in remote settings will excel.
• Strong interpersonal skills and a growth mindset are advantageous.

Responsibilities

• 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.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

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