Work From Home - Client Services Representative

In this role, you will assume a vital position in securing families' financial well-being.

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

Requirements

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

Benefits

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)