Work From Home - Client Services Representative

AO Garcia Agency; Newark (DE); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Weekly pay

Remote work

Mentorship and training

Industry tools access

Advancement based on performance

Job summary

AO Garcia Agency is seeking a motivated professional to join our remote team as a client consultant. You will conduct virtual consultations with clients, assess needs, and present solutions to support families' financial well-being.

The role offers a flexible schedule, weekly pay, mentorship, and access to industry-leading tools, with opportunities for advancement based on performance. Training provided to ensure success in a home-based setting.

Qualifications

• Strong communication and client-facing skills.
• Able to build lasting client relationships.
• Comfortable with virtual consultations and remote work.
• Detail-oriented and organized in prioritizing tasks.

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 (note taking, appointment setting, etc.) as needed.

Skills

Communication

Customer service

Sales mindset

Remote work

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