Work From Home - Client Services Representative

AO Garcia Agency; Salina (KS); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Weekly pay

Remote work

Mentorship and complete training

Industry leading tools and technology

Job summary

AO Garcia Agency seeks a motivated individual for a flexible, remote role focused on helping families secure financial well-being. The position offers telework with virtual consultations, client education, and ongoing relationship management from home.

You will participate in mentor-led training and utilize industry-leading tools to support clients. The ideal candidate thrives in a fast-paced, outcomes-driven environment and embraces a schedule that accommodates personal and professional growth.

Qualifications

• Willing to work from home
• Comfort with virtual meetings
• Strong communication and time-management skills

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

Skills

Virtual consultations

Client relationship management

Flexibility

Remote work

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