Work From Home - Client Services Representative

AO Garcia Agency; Florence (KY); Remote; USD 1,820,000 - 2,730,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship and training

Industry leading tools and technology를

Job summary

AO Garcia Agency is seeking a motivated candidate for a flexible, work-from-home role focused on helping families secure their financial well-being through virtual consultations and expert guidance.

You will assess client needs, educate on solutions, cultivate relationships with periodic check-ins, and complete related administrative tasks. Training, mentorship, and access to industry tools are provided.

Qualifications

• Character traits and soft skills typical for sales/advisory roles.
• No specific degrees or certifications required are stated.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through periodic check-ins.
• Completing related administrative tasks (note taking, appointment setting, etc.).

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