Work From Home - Client Services Representative

Lever, Inc.; San Jose (CA); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home

Job summary

AO Garcia Agency is seeking a motivated, flexible professional for a remote role designed to support families’ financial well-being through virtual consultations and ongoing client care.

You will assess clients’ needs, share insights on solutions, and nurture relationships with regular check-ins, while handling administrative tasks from home. This opportunity includes weekly pay, mentorship and comprehensive training, and access to industry-leading tools and technology.

Qualifications

• Experience with virtual client interactions
• Ability to assess client needs and propose solutions
• Strong follow-up and relationship-building skills

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent check-ins.
• Completing related administrative tasks from home.

Skills

Virtual consultations

Needs assessment

Client relationships

Administrative tasks

Tools

Industry leading tools

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