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Financial Solutions Advisor - Remote

Posted 22 weeks ago
Sales / Business
Full Time
USA

Overview

In AO VAMOS, we are dedicated to providing comprehensive solutions in life insurance and financial protection. We are looking for a responsible and proactive professional to take on the role of Specialist in Customer Care and Development.

In Short

  • Advise clients on our benefits and protection programs.
  • Manage and follow up on information and contracting requests.
  • Coordinate and organize personalized care, ensuring a satisfactory experience.
  • Collaborate with the sales team to optimize the closing process of opportunities.
  • Maintain accurate and up-to-date records in our ATS system.

Requirements

  • Excellent communication skills and a strong service orientation.
  • Previous experience in customer service, commercial advising, or in the financial/insurance sector.
  • Able to work independently and in remote environments, with basic digital tool proficiency.
  • Proactive and results-oriented, with problem-solving skills.
  • Desirable background in administration, finance, or related fields.

Benefits

  • Comprehensive training and support.
  • Flexible working hours.
  • Opportunity for career growth.
  • Collaborative team environment.
  • Access to digital tools and resources.

A.V

AO Vamos

AO Globe Life - Santiago Mora is a leading organization dedicated to providing exceptional services and benefits to its clients. With a strong commitment to ensuring financial security and peace of mind for the families it serves, the company is experiencing continuous growth and is seeking a knowledgeable and dedicated Benefits Representative to join its team. The agency has been a leader in the benefits industry for the past decade, distinguished by its positive and motivating organizational culture that fosters the growth of each team member. AO Globe Life focuses on working with clients who have actively requested their services, ensuring a client-centered approach without cold calling or telemarketing.

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