Work From Home - Client Services Representative

AO Garcia Agency; Lakeville (MN); Remote; USD 27,000 - 36,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Industry leading tools and technology

Job summary

AO Garcia Agency in Lakeville, MN seeks motivated individuals for a flexible, work-from-home role focused on guiding families toward financial well-being.

You will conduct virtual consultations, assess client needs, and build lasting relationships through regular check-ins while completing related administrative tasks. Weekly pay, mentorship and comprehensive training accompany access to industry-leading tools to support your growth and success. All interviews will be conducted via Zoom.

Qualifications

• Willing to work from home and enjoy a flexible schedule.
• Opportunity for growth and advancement within the company.
• Interviews conducted via Zoom video conferencing.

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 (note taking, appointment setting).

Skills

Communication skills

Virtual consultations

Customer service

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