Work From Home - Client Services Representative

Ao Ds

West Haven, ,
On-site
Conducting virtual consultations
Assessing client needs
Cultivating client relationships
You will assume a vital position in securing families’ financial well-being by conducting virtual consultations, assessing client needs, and imparting knowledge on solutions

Job Summary

  • You will assume a vital position in securing families’ financial well-being by conducting virtual consultations, assessing client needs, and imparting knowledge on solutions.
  • Cultivate lasting client relationships through consistent, periodic check-ins and complete related administrative tasks as needed.
  • Incentives include no cold calling, a qualified lead program, advancement based on performance, weekly pay, mentorship, training, and access to industry-leading tools and technology.

Matching Summary

You will assume a vital position in securing families’ financial well-being by conducting virtual consultations, assessing client needs, and imparting knowledge on solutions.

Skills & Requirements

Must-have

  • Conducting virtual consultations
  • Assessing client needs
  • Cultivating client relationships
  • Work from home

Nice-to-have

  • Passionate
  • Competitive
  • Motivated
  • Dependable
  • Hardworking
  • Adaptable
  • Flexible
  • Trainable

Key Requirements

  • Work authorization not specified

Work Rights

Not specified

Tailored Resume

Cover Letter