Work From Home - Client Services Representative

AO Garcia Agency; Santa Fe (NM); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

No cold calling

Qualified lead program

Advancement based on performance

Industry leading tools and tech access

Work from home (Zoom/web presentations

Job summary

AO Garcia Agency in Santa Fe, NM seeks a motivated professional to join our remote team. The role offers flexible hours, the ability to work from home, and ongoing training to advance your career.

You will conduct virtual consultations, assess client needs, build lasting relationships, and handle related administrative duties. Weekly pay and mentorship are provided to support your growth in a fast-paced environment.

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.

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