Virtual Client Portfolio Advisor

AO Garcia Agency; Burlington; Remote; CAD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Job summary

AO Garcia Agency is seeking motivated individuals for a remote, lead-driven role. You will engage warm inquiries about financial-protection options, guided by a written process and coached for success.

Interviews are on Zoom. If you are competitive, coachable, and comfortable on camera, this role offers upside and a clear path into leadership as you produce results.

Qualifications

• You should apply if you are competitive, coachable, and comfortable on camera.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Skills

Competitive

Coachable

Comfortable on camera

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.