Work From Home - Client Services Representative

Lever, Inc.; Hartford (CT); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Remote work

Weekly pay

Mentorship and training

Flexible schedule

Industry-leading tools

Job summary

AO Garcia Agency is seeking a motivated professional for a flexible, work-from-home role focused on guiding families' financial well-being through virtual consultations and personalized financial solutions.

You will assess client needs, provide knowledgeable guidance, and maintain relationships with regular check-ins while handling related administrative tasks as needed. Weekly pay, mentorship, and access to industry-leading tools are offered.

Qualifications

• Passionate and motivated with a strong work ethic.
• Reliable, adaptable, and trainable.
• Willing to learn and grow through mentorship.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and explain financial solutions.
• Maintain client relationships with regular check-ins.
• Handle administrative tasks such as notes and scheduling.

Skills

Communication skills

Customer focus

Time management

Adaptability

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