Work From Home - Client Services Representative

AO Garcia Agency; Wake Forest (NC); Remote; USD 27,000 - 46,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home

Job summary

AO Garcia Agency is seeking a motivated candidate for a flexible work-from-home role that offers growth and balance. You will conduct virtual consultations, assess client needs, and guide families toward suitable solutions, all from a home office with a supportive mentorship program.

This position emphasizes relationship-building, regular check-ins, and timely administrative tasks. Weekly pay and access to industry-leading tools help you succeed while you develop your career in a dynamic,

Qualifications

• Passionate, competitive and motivated to excel.
• Hardworking, dependable and adaptable.
• Trainable with a willingness to learn and grow.

Responsibilities

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

Skills

Virtual consultations

Needs assessment

Relationship building

Administrative tasks

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