Financial Services Associate - Work From Home

AO Garcia Agency; Lafayette (LA); Remote; USD 35.000 - 55.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains relationships after the initial meeting. The role includes essential admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, with comprehensive training provided to ensure success.

Benefits include no cold calling, a qualified-interest pipeline, performance-based advancement, access to the current tech stack, and the flexibility to work from home.

Qualifikationen

• Ability to manage CRM notes and hygiene.
• Strong communication and listening skills.

Aufgaben

• Assess needs and present options to clients.
• Stay in relationship with clients after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Kenntnisse

Driven

Trainable

Dependable

Comfortable competing

Camera confident

Jobbeschreibung

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.