Work From Home - Client Services Representative
- Location
- Clearfield, UT (Remote)
- Job type
- Full-time
- Level
- Mid-level
- Listed
- 14 days ago
Skills & highlights for this role
- Client communication
- Needs assessment
- Relationship building
Also useful
- Financial product knowledge
- Video conferencing
About the 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)
From AO Garcia Agency's careers page, first listed on Rolev.ai on October 26, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Work From Home - Client Services Representative role at AO Garcia Agency, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
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More at AO Garcia Agency
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- Work From Home - Part-Time Client Services RepresentativeAO Garcia Agency · Danbury, CT · $1k – $2k/yr
Common questions
Where is the Work From Home - Client Services Representative job at AO Garcia Agency located?
Yes, this Work From Home - Client Services Representative opening at AO Garcia Agency is listed as Clearfield, UT (Remote). Always check AO Garcia Agency's application page for specific state eligibility or relocation policies.
What qualifications are required for Work From Home - Client Services Representative at AO Garcia Agency?
For the Work From Home - Client Services Representative role, AO Garcia Agency highlights experience with Client communication, Needs assessment, Relationship building. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Work From Home - Client Services Representative position at AO Garcia Agency?
This listing links directly to AO Garcia Agency's Lever application page. You can apply directly on AO Garcia Agency's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Lever application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.