Remote Part-Time Client Services Representative

A.O. Garcia AgencyHelena, Montana

Remote Part-time

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Experience Level

Entry Level

Qualifications

• Strong communication skills with a focus on customer service• Ability to work independently and manage time effectively• Basic understanding of financial products and services is a plus• Willingness to learn and adapt to new financial strategies• Previous experience in customer service or sales is advantageous

About the job

In this pivotal role, you will provide tailored benefits solutions that protect your clients' futures. Key responsibilities include:

• Engaging in virtual conversations with clients to develop empowering financial strategies.

• Building enduring relationships with clients to foster loyalty.

• Staying informed on industry trends to enhance your expertise.

• Collaborating with a vibrant remote team, where teamwork is essential to our success.

What We Offer:

• Fully remote work from any location

• Extensive training and development programs

• A supportive, energetic, and positive team atmosphere

• Opportunities for rapid career advancement

• Weekly compensation

• Potential for residual income

Core Responsibilities:

• Handling inbound and outbound calls with clients

• Scheduling appointments for clients interested in our benefits

• Presenting and clarifying insurance products and benefits packages through virtual meetings

• Assisting clients with insurance applications

• Participating in ongoing optional training sessions to enhance skills

*All interviews will be conducted via Zoom video conferencing.

(Global Elite Empire Consultants acts as a third-party recruiter for this position, and is not an insurance agency)

About A.O. Garcia Agency

A. O. Garcia Agency is dedicated to providing exceptional financial services and solutions, aiming to empower clients with the knowledge and tools they need to secure their financial future. Our team thrives on collaboration and innovation, ensuring a supportive environment that encourages growth and success.

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