Financial Services Associate - Work From Home

AO Garcia Agency; Hamilton; Remote; CAD 42,000 - 64,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency invites a Virtual consultant to assess client needs, present options and nurture relationships after the first meeting. The role includes admin duties like notes, appointments, and CRM hygiene, with full training and a focus on maintaining client connections from home.

Ideal candidates are driven, trainable, dependable, camera-friendly and able to manage a qualified-interest pipeline using the current tech stack.

Qualifications

• Strong communication and relationship-building abilities.
• Ability to learn options and teach clients effectively.
• Comfortable presenting on camera and engaging remotely.
• Self-motivated with strong organizational skills.

Responsibilities

• Assess client needs and propose suitable solutions.
• Teach options and guide decisions after initial meeting.
• Maintain client relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Tools

CRM systems

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.