Work From Home - Client Services Representative
AO Garcia Agency
Apply to this job Pawtucket, Rhode Island remote Until 8/21/2026 First posted April 21, 2026 Last posted April 21, 2026
Job description
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)
About this role
Summary
Conduct virtual client consultations, assess needs, and maintain client relationships remotely.
Job title
Client Services Representative
Experience level
not specified
Industry
financial services
Location requirements
remote work allowed from anywhere in the US
Salary
Not specified
Management role
No
Skills & keywords
Required skills
communicationdependablemotivatedflexible
Preferred skills
None specified
Specializations
client relationshipvirtual consultationsadministrative tasks
Locations
Structured locations inferred from the posting.
Rhode Island, USA
Remote State