Work From Home - Client Services Representative

AO Garcia Agency; Frisco (TX); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Advancement opportunities

Industry leading tools

Work from home

Job summary

AO Garcia Agency in Frisco, TX seeks a motivated candidate for a flexible, work-from-home role focused on helping families secure their financial well-being through virtual consultations and needs assessments.

The position features weekly pay, mentorship, comprehensive training, advancement opportunities, and access to leading tools, with emphasis on relationship building and strong communication in a fast-paced, remote environment.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to assess client needs and present solutions.
• Proven ability to manage time and follow up with clients.

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 as needed.

Skills

Communication

Sales ability

Relationship building

Time management

Tools

CRM software

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