Financial Services Associate - Work From Home

AO Garcia Agency; Oregon; Híbrido; USD 50.000 - 75.000; Tempo integral

Benefícios oferecidos por esta vaga

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Resumo da vaga

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role emphasizes remote work and requires ability to manage follow-up with clients.

Admin tasks include notes, appointments, and CRM hygiene. The position promises a supportive environment with training and exposure to the current tech stack, with a focus on remote engagement and performance-based advancement.

Descrição da vaga

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.