Build Your Own Impact: Remote Financial Career

AO Garcia Agency; Portland (ME); Remote; USD 42,000 - 72,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home

No cold calling

Qualified lead program

Advancement based on performance

Industry leading tools and technology

Job summary

AO Garcia Agency is seeking a motivated individual for a flexible, remote role focused on helping families secure financial well-being through virtual consultations. You will assess needs, present solutions, and build lasting client relationships from a home office.

The position offers weekly pay, mentorship, comprehensive training, and access to leading tools and technology, with opportunities for advancement based on performance. Interviews are conducted via Zoom.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Job description

AO Garcia Agency is seeking a motivated individual for a flexible, remote role focused on helping families secure financial well-being through virtual consultations. You will assess needs, present solutions, and build lasting client relationships from a home office.

The position offers weekly pay, mentorship, comprehensive training, and access to leading tools and technology, with opportunities for advancement based on performance. Interviews are conducted via Zoom.