Work From Home - Client Services Representative

AO Garcia Agency; Virginia Beach (VA); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Weekly pay

Qualified lead program

Mentorship and complete training

No cold calling

Job summary

A financial services agency in Virginia Beach is seeking motivated individuals for a remote position focused on client consultations. In this role, you will assess client needs and help secure their financial well-being through regular communications and support. The agency promotes a flexible work schedule, offers mentorship, and provides industry-leading tools to support your career growth. Ideal candidates should be dependable and adaptable, with a passion for their work.

Qualifications

• Passionate and competitive with a strong motivation to succeed.
• Adaptable and trainable; able to learn new skills easily.
• Dependable and hardworking, committed to client relationships.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients' needs and provide knowledge on solutions.
• Cultivate lasting relationships through periodic check-ins.
• Complete administrative tasks such as note-taking.

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.