Work From Home - Client Services Representative

AO Garcia Agency; Kenner (LA); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Weekly pay

Mentorship and training

Industry leading tools

Job summary

AO Garcia Agency in the United States is seeking a motivated professional for a remote, flexible role focused on helping families secure financial well-being through virtual consultations and ongoing client care.

You will conduct virtual consultations, assess client needs, and maintain relationships with periodic check-ins, with weekly pay and mentorship plus access to industry tools.

Qualifications

• Passionate, motivated, dependable and adaptable traits preferred.
• Willingness to learn and be trained for the role.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through regular check-ins.
• Completing related administrative tasks (like 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