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AO Garcia Agency
Posted 1 month ago
Work From Home - Client Services Representative
Sterling Heights, MichiganRemoteFull-time
AI Summary
Provides virtual client consultations, assesses client needs, and maintains relationships to support families’ financial well-being; performs related admin 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
Administrative SupportAppointment SettingClient Relationship ManagementCRMCustomer Relationship ManagementData EntryFinancial Products KnowledgeIndustry Leading Tools And Technology AccessLead QualificationMentorshipNote-takingSales Enablement ToolsTraining MaterialsVideo ConferencingVirtual ConsultationsVirtual Meeting PlatformsWeb Conference-based PresentationsZoom
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