The Locklear Agency is a remote financial services organization focused on leadership and development. They are seeking a remote, client-focused Customer Service & Sales Representative to assist clients with information requests and guide them through their applications.
Responsibilities:
- Follow up with individuals who have expressed interest
- Conduct scheduled conversations via phone or Zoom
- Provide guidance and help clients make informed decisions
- Assist clients with completing applications
- Work within a structured system supported by training and mentorship
Requirements:
- Experience in customer service, education, hospitality, retail, or administrative work
- Dependable and people-focused
- Open to learning a new skill set
- Ability to follow up with individuals who have expressed interest
- Conduct scheduled conversations via phone or Zoom
- Provide guidance and help clients make informed decisions
- Assist clients with completing applications
- Work within a structured system supported by training and mentorship
- Self-motivated and coachable
- Open to performance-based income
- Individuals with customer-facing experience
- Professionals seeking a flexible, remote career path