Remote Client Portfolio Advisor

AO Garcia Agency; Oregon; Hybrid; USD 40,000 - 75,000; Full time

Benefits offered by this job

Remote work

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will work with warm leads who have already requested help on financial-protection options, not cold lists. You are trained, coached, and measured on activity and results.

This remote role offers an established written process, Zoom interviews, and coaching from experienced colleagues. If you are competitive, coachable, and comfortable on camera, this could be a path into leadership for high performers.

Qualifications

• Must be comfortable on camera.
• Interviews conducted via Zoom.
• Remote position with coaching and a defined process.

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

Communication skills

Coachable

Competitive

On-camera

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will work with warm leads who have already requested help on financial-protection options, not cold lists. You are trained, coached, and measured on activity and results.

This remote role offers an established written process, Zoom interviews, and coaching from experienced colleagues. If you are competitive, coachable, and comfortable on camera, this could be a path into leadership for high performers.