A
AO Garcia Agency
Posted 2 months ago
Work From Home - Client Services Representative
RaleighRemoteFull-time
AI Summary
The role conducts virtual consultations with clients to assess needs and educate them on financial solutions, builds lasting client relationships, and handles related 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
Administrative TasksAppointment SettingClient Needs AssessmentCRM/documentationFinancial Product KnowledgeIndustry-leading Software And Technology AccessLead QualificationNote-takingRelationship ManagementTraining ToolsVirtual ConsultationsZoom/web Conference Tools
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