Work From Home - Client Services Representative

Aogarciaagency; Lee's Summit (MO); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Weekly pay

Mentorship and complete training

Access to industry leading tools and technology

Flexible schedule

Job summary

Aogarciaagency in Lee's Summit is searching for passionate individuals to secure financial well-being for families. You will conduct virtual consultations, assess client needs, and maintain lasting relationships while enjoying the flexibility to work from home.

The role offers advancement based on performance and includes mentorship, complete training, and access to industry-leading tools.

Responsibilities

• 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 as needed.

Job description

Job Overview

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.

Role Summary

In this role, you will assume a vital position in securing families’ financial well-being.

Typical day-to-day tasks

• 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

• 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)

Desired characteristics

• Passionate
• Competitive
• Motivated
• Dependable
• Hardworking
• Adaptable
• Flexible
• Trainable

*All interviews will be conducted via Zoom video conferencing.