Work From Home - Client Services Representative

AO Garcia Agency; West Haven (CT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship and training

Industry-leading tools

Job summary

A financial services agency in Connecticut is looking for a passionate individual to conduct virtual consultations and manage client relationships. This role offers flexibility with a work-from-home option and a competitive incentive program. Enjoy a fulfilling career that emphasizes growth and performance advancements without the stress of cold calling. Must be adaptable, motivated, and trainable. All interviews will be conducted via Zoom.

Qualifications

• Passionate and competitive individual with a strong motivation for client relationship management.
• Dependable and adaptable with a willingness to learn and be trained.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide solutions.
• Cultivate client relationships with periodic check-ins.
• Complete administrative tasks like note taking and appointment setting.

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.