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AO Garcia Agency
Posted 1 month ago
Work From Home - Client Services Representative
Mount Pleasant, South CarolinaRemoteFull-time
AI Summary
Performs virtual client consultations, assesses client needs, and maintains relationships to support families’ financial wellbeing. Uses online tools and administrative tasks to drive client engagement.
About this role
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)
Skills
Administrative TasksAppointment SettingClient Needs AssessmentCRMDocumentationFinancial Services KnowledgeLead NurturingNote-takingRelationship ManagementVirtual ConsultationsWeb Conference Tools
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