Remote Client Portfolio Advisor - Training & Growth

AO Garcia Agency; Lenexa (KS); Remoto; USD 55.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descrizione del lavoro

AO Garcia Agency is seeking a virtual consultant who can assess client needs, present suitable options, and nurture the relationship after the first meeting. The role prioritizes clear communication, solution-focused guidance, and client satisfaction.

The position includes administrative responsibilities such as taking notes, arranging appointments, and maintaining CRM hygiene, while you work remotely with a qualified-interest pipeline and ongoing training.

Competenze

• Administrative skills including notes and appointment scheduling.
• Ability to manage CRM hygiene and data quality.
• Strong communication and relationship-building abilities.

Mansioni

• Assess client needs and teach options, staying involved after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Conoscenze

Driven

Trainable

Dependable

Competitive

Camera-friendly

Descrizione del lavoro

AO Garcia Agency is seeking a virtual consultant who can assess client needs, present suitable options, and nurture the relationship after the first meeting. The role prioritizes clear communication, solution-focused guidance, and client satisfaction.

The position includes administrative responsibilities such as taking notes, arranging appointments, and maintaining CRM hygiene, while you work remotely with a qualified-interest pipeline and ongoing training.