Work From Home - Client Services Representative

AO Globe Life; Portland (OR); Remote; USD 46,000 - 77,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Job summary

AO Globe Life is seeking motivated individuals for a remote sales-advisory role focusing on securing families’ financial well-being through virtual consultations.

You will assess client needs, present tailored solutions, and maintain relationships with periodic check-ins, supported by mentorship, training, and industry-leading tools. A flexible schedule and Zoom interviews are offered.

Qualifications

• Passionate, competitive, motivated, dependable and adaptable traits are valued.
• Flexible, trainable mindset is preferred.
• Excellent communication and relationship-building skills are required.

Responsibilities

• Conduct virtual consultations with clients to assess their needs.
• Educate clients on suitable financial solutions and offerings.
• Build and maintain lasting client relationships through regular check-ins.
• Handle related administrative tasks (notes, scheduling, 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