FULL_TIME

FEED

YEAR

The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer’s problem. Excellent customer care and focus; ability to assess customers’ needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience.

<p>The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer’s problem. Must be willing to listen, learn, and resolve any customer inquiry.</p><p>Customer Service Job Duties and Responsibilities</p><ul><li>Excellent customer care and focus; ability to assess customers’ needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience</li><li>Answer and manage incoming calls, emails, chats, and/or interactive voice response systems</li><li>Ability to learn and follow all customer service procedures and policies</li><li>Strive to meet and go above personal and team target goals</li><li>Record, organize and file customer interactions and account changes</li><li>Able to up-sell if needed</li><li>Able to schedule call back and appoints to resolve customer needs</li></ul><p>Customer Service Job Requirements and Qualifications</p><ul><li>Previous experience in customer support, client services, sales, or a related field</li><li>Excellent at communicating over the phone and other communication platforms</li><li>Basic computer skills and experience</li><li>Able to multitask</li><li>Excellent time management and prioritization skills</li><li>Ability to listen actively, relay information, and answer questions and/or concerns.</li><li>Customer-focused for positive customer experience and resolution</li><li><strong>MUST RESIDE IN CALIFORNIA</strong> </li></ul><p>Benefits</p><ul><li>Health Insurance (dental and vision included)</li><li>Excellent retirement plan</li><li>Tremendous upward mobility into other positions and management</li><li>Flexible hours</li><li>Remote Position(s) available (work from home)</li></ul><p>Powered by JazzHR</p>

Path Arc

Customer Service (remote work )

Communication Skills

Computer Skills

Customer Experience

Customer Relations

Customer Support/Service

Customer/Client Research

Dental Insurance

Establish Priorities

Health Insurance

Identify Issues

Multitasking

Resolve Customer Issues

Sales

Schedule Development

Telephone Skills

Time Management

Up-Selling

Voice Response Systems

Work From Home

partner JazzHR

<p>The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer’s problem. Must be willing to listen, learn, and resolve any customer inquiry.</p><p>Customer Service Job Duties and Responsibilities</p><ul><li>Excellent customer care and focus; ability to assess customers’ needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience</li><li>Answer and manage incoming calls, emails, chats, and/or interactive voice response systems</li><li>Ability to learn and follow all customer service procedures and policies</li><li>Strive to meet and go above personal and team target goals</li><li>Record, organize and file customer interactions and account changes</li><li>Able to up-sell if needed</li><li>Able to schedule call back and appoints to resolve customer needs</li></ul><p>Customer Service Job Requirements and Qualifications</p><ul><li>Previous experience in customer support, client services, sales, or a related field</li><li>Excellent at communicating over the phone and other communication platforms</li><li>Basic computer skills and experience</li><li>Able to multitask</li><li>Excellent time management and prioritization skills</li><li>Ability to listen actively, relay information, and answer questions and/or concerns.</li><li>Customer-focused for positive customer experience and resolution</li></ul><p>Benefits</p><ul><li>Health Insurance (dental and vision included)</li><li>Excellent retirement plan</li><li>Tremendous upward mobility into other positions and management</li><li>Flexible hours</li><li>Remote Position(s) available (work from home)</li></ul><p>Powered by JazzHR</p>

Customer Service (Remote)

This remote position offers unlimited earning potential and flexible scheduling for driven sales professionals passionate about financial services and client success. Legacy Harbor Advisors seeks a motivated Remote Customer Sales Associate to join our award-winning team.

<h2>Position Overview</h2><p>Legacy Harbor Advisors seeks a motivated Remote Customer Sales Associate to join our award-winning team. This remote position offers unlimited earning potential and flexible scheduling for driven sales professionals passionate about financial services and client success.</p><h2>About Legacy Harbor Advisors</h2><p>We are a Forbes and Entrepreneur Magazine-featured organization consistently ranked on the Inc. 5000 list. Our company culture emphasizes professional development, innovative sales strategies, and exceptional workplace environment for financial services professionals.</p><h2>Key Responsibilities</h2><ul><li>Conduct virtual client consultations via phone and video conferencing platforms</li><li>Present customized financial solutions including life insurance, annuities, and investment products</li><li>Build and maintain long-term client relationships through expert financial guidance</li><li>Collaborate with experienced team members and industry mentors</li><li>Utilize advanced CRM systems and sales technology to manage client pipeline</li><li>Implement proven sales methodologies to achieve revenue targets</li><li>Provide ongoing client support and financial education</li></ul><h2>Qualifications</h2><ul><li>Excellent communication and interpersonal skills</li><li>Strong motivation and coachability</li><li>Experience in sales, customer service, or financial services preferred</li><li>Ability to work independently in remote environment</li><li>Professional presentation skills for virtual meetings</li><li>Goal-oriented mindset with entrepreneurial drive</li></ul><h2>Compensation & Benefits</h2><ul><li><strong>Commission-Based</strong>: 1099 independent contractor position with unlimited earning potential</li><li><strong>Flexible Schedule</strong>: Set your own hours and work-life balance</li><li><strong>Qualified Leads</strong>: Work with pre-screened prospects, no cold calling required</li><li><strong>Comprehensive Training</strong>: Interactive courses, mentorship, and ongoing coaching</li><li><strong>Technology Support</strong>: State-of-the-art CRM and sales tools provided</li><li><strong>Performance Incentives</strong>: All-expenses-paid trips and rewards for top performers</li><li><strong>Career Development</strong>: Access to industry leaders and professional growth opportunities</li></ul><h2>Work Environment</h2><ul><li>100% remote position</li><li>Team-oriented culture with collaborative support</li><li>High-energy, dynamic work environment</li><li>Mentorship from experienced financial services professionals</li></ul><h2>Ready to Apply?</h2><p>Join Legacy Harbor Advisors and transform your sales career with unlimited potential. We seek ambitious professionals ready to excel in financial services while making meaningful client impact.<br/><br/>This is a 1099 independent contractor position with a commission-based compensation structure and absolutely no income ceiling. Your success and earnings are entirely in your hands, with unlimited potential based on your performance.</p><p><strong>Apply today to begin your journey as a Remote Customer Sales Associate with Legacy Harbor Advisors.</strong></p><p>Powered by JazzHR</p>

Legacy Harbor Advisors

Remote Customer Sales Associate

Annuities

Coaching

Compensation and Benefits

Customer Relationship Management (CRM) Systems

Entrepreneurship

Financial Services

Interpersonal Skills

Leading Edge Technology

Life Insurance

Meet Sales Quota

Mentoring

Online Courses

Online Training

Presentation/Verbal Skills

Sales Management

Sales Pipeline

Sales Qualification

Sales Strategy

Sales Tools

Team Player

Technical Support

Technology Sales

Teleconferencing

Top Sales Rep

Videoconferencing

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Customer Service (remote work ) Path Arc

Customer Service (Remote) Path Arc

Remote Customer Sales Associate Legacy Harbor Advisors

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