Remote Client Portfolio Advisor — Growth & Coaching

Aogarciaagency; East Orange (NJ); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experts

Leadership path

Job summary

Aogarciaagency is seeking motivated individuals for a remote role where you engage warm leads who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

Your tasks include taking requests, explaining benefit options clearly, helping clients enroll when appropriate, and maintaining a disciplined follow-up rhythm. Interviews are conducted on Zoom, with a written process to guide your work and opportunities to grow into leadership.

Qualifications

• Competitive, coachable, and comfortable on camera.
• Willingness to learn and hit targets.
• Clear communicator with clients.

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.

Job description

Aogarciaagency is seeking motivated individuals for a remote role where you engage warm leads who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

Your tasks include taking requests, explaining benefit options clearly, helping clients enroll when appropriate, and maintaining a disciplined follow-up rhythm. Interviews are conducted on Zoom, with a written process to guide your work and opportunities to grow into leadership.