Remote Financial Services Consultant

Aogarciaagency; Vancouver; Remote; CAD 45,000 - 65,000; 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

Aogarciaagency in Vancouver is seeking a Virtual consultant to assess client needs, present options, and guide them through the decision process after the initial meeting. This role emphasizes building trusted relationships and maintaining accurate records.

Responsibilities include CRM hygiene, scheduling, and notes, with a focus on ongoing client engagement. The position offers remote work from Vancouver, with a structured training program and clear paths for advancement based on performance.

Qualifications

• Assess customer needs and present options to move them forward.
• Nurture relationships after the first meeting to close.
• Maintain CRM hygiene and accurate meeting notes.

Responsibilities

• Provide virtual consultation and guidance with clients.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

On-camera comfortable

Competitive

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.