A
Posted 2 months ago
Work From Home - Client Services Representative
RochesterRemoteFull-time
AI Summary
Represents a client services role focused on virtual consultations, needs assessment, and relationship management with clients, delivering information on financial solutions and coordinating administrative tasks.
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
Appointment SettingClient Needs AssessmentCRM Or Client Management ToolsFinancial Solutions KnowledgeLead QualificationNote-takingRelationship ManagementRemote Work ToolsTraining And Mentorship ProgramsVirtual ConsultationsWeb Conference PresentationsZoom / Video Conferencing
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