Work From Home - Client Services Representative

AO Garcia Agency; Suwanee (GA); Remote; USD 27,000 - 41,000; Full time

Benefits offered by this job

Weekly pay

Mentorship program

Work from home

Job summary

AO Garcia Agency is seeking passionate individuals for a flexible, work-from-home role that supports families' financial well-being through growth and mentorship.

Typical day includes virtual consultations, assessing client needs, and building lasting relationships with regular check-ins, plus admin tasks as needed.

Interviews via Zoom; weekly pay; access to industry-leading tools and technology.

Qualifications

• Experience with virtual consultations and client education.
• Ability to build lasting client relationships with regular check-ins.
• Willingness to complete training and mentorship programs.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and explain solutions.
• Maintain client relationships with periodic check-ins.
• Handle related administrative tasks as needed.

Skills

Virtual consultations

Client needs assessment

Relationship building

Remote work readiness

Administrative tasks

Tools

CRM software

Video conferencing 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