Summary
AO - Anebo (A-Team) Agency is seeking a Client Services Representative to help secure families’ financial well-being. The role involves conducting virtual client consultations, assessing needs, explaining solutions, maintaining client relationships, and completing related administrative tasks in a remote work setting.
Responsibilities
- 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
Skills
- Passionate
- Competitive
- Motivated
- Dependable
- Hardworking
- Adaptable
- Flexible
- Trainable
Qualifications
Must Haves
- Passionate
- Competitive
- Motivated
- Dependable
- Hardworking
- Adaptable
- Flexible
- Trainable
Benefits
- Flexible schedule
- Work from home (web conference-based presentations)
- No cold calling
- Qualified lead program
- Advancement based on performance
- Weekly pay
- Mentorship and complete training
- Industry leading tools and technology access