Work From Home - Client Services Representative

Ao Ds

Billings, Montana, USA
On-site
Conducting virtual consultations
Assessing client needs
Cultivating client relationships
You will assume a vital position in securing families’ financial well-being

Job Summary

  • 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, and cultivating lasting client relationships.
  • Incentives include no cold calling, a qualified lead program, advancement based on performance, weekly pay, mentorship, complete training, and industry leading tools and technology access.

Matching Summary

You will assume a vital position in securing families’ financial well-being.

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

  • 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)

Work Rights

Not specified

Tailored Resume

Cover Letter