Work From Home - Client Services Representative

AO Garcia Agency; South Jordan (UT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Weekly pay

Mentorship

Complete training

Access to industry-leading tools and technology

Job summary

A leading financial agency in South Jordan is seeking passionate individuals for a role that includes conducting virtual client consultations and building lasting relationships. You will enjoy a flexible work schedule and numerous incentives, including mentorship and advanced tools. Responsibilities involve assessing client needs, providing solutions, and administrative tasks as necessary. This position promotes growth through performance-based advancement in a supportive environment.

Responsibilities

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

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

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.