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AO Garcia Agency

Work From Home - Client Services Representative

Posted 2 months ago
0-2 years experience
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AI Summary

You will conduct virtual consultations to assess client needs and provide financial solutions. Additionally, you will maintain client relationships through periodic check-ins and manage administrative tasks.

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

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

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