Remote Financial Services Advisor - Virtual Consultations

Aogarciaagency; South Bend (IN); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency in the United States seeks a remote virtual consultant who assesses client needs, presents options, and guides decisions after the first meeting. You’ll build trust, tailor solutions, and help clients move forward.

This role includes admin duties such as notes, scheduling, and CRM hygiene, plus full training and a supportive pipeline with ongoing relationship management from a remote setup.

Qualifications

• No cold calling required; focus on qualified leads.
• Strong relationship-building after first meeting.
• CRM hygiene and admin tasks included.

Responsibilities

• Assess needs, present options, and guide decisions.
• Maintain relationship after the initial meeting.

Job description

Aogarciaagency in the United States seeks a remote virtual consultant who assesses client needs, presents options, and guides decisions after the first meeting. You’ll build trust, tailor solutions, and help clients move forward.

This role includes admin duties such as notes, scheduling, and CRM hygiene, plus full training and a supportive pipeline with ongoing relationship management from a remote setup.