Work From Home - Client Services Representative

AO Garcia Agency; Stamford (CT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Advanced tools and technology access

Work from home (web conference-based)

Job summary

AO Garcia Agency is seeking a motivated candidate for a flexible, work-from-home role focused on securing families' financial well-being through virtual consultations and tailored solutions.

In this position you will assess clients' needs, build lasting relationships with regular check-ins, and complete related admin tasks as part of a growth-oriented team.

Weekly pay, mentorship, and industry-leading tools are provided to help you succeed.

Qualifications

• Must be passionate, motivated and adaptable.
• Strong interpersonal and communication skills preferred.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through regular check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Skills

passionate

competitive

motivated

dependable

hardworking

adaptable

flexible

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