Work From Home - Client Services Representative

AO Garcia Agency; Olathe (KS); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Access to industry leading tools and technology

Work from home

Job summary

A financial services firm in Olathe is seeking passionate individuals for a client consultation role. You will conduct virtual meetings, assess client needs, and build lasting relationships, all while enjoying a flexible work-from-home schedule. The role offers industry-leading tools and technology, along with comprehensive training and mentorship. Ideal candidates are competitive and adaptable, keen to excel in their career while managing a healthy work-life balance.

Qualifications

• Passionate individuals who are competitive and motivated.
• Dependable, hardworking, adaptable, and flexible.
• Trainable and willing to grow.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and provide knowledge on solutions.
• Cultivate lasting client relationships through regular check-ins.
• Complete administrative tasks as needed.

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‑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)

Desired characteristics

Passionate. Competitive. Motivated. Dependable. Hardworking. Adaptable. Flexible, Trainable.

All interviews will be conducted via Zoom video conferencing.