Remote Financial Services Associate — Entry-Level

AO Garcia Agency; Laurel (DE); Remote; USD 40,000 - 64,000; 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

AO Garcia Agency is seeking a virtual consultant who will assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes admin responsibilities like notes, appointments, and CRM hygiene, with no cold calls and a focus on a qualified-interest pipeline.

The position offers full training, current tech stack, and the ability to work from home. Ideal candidates are driven, trainable, dependable, comfortable on camera, and motivated by performance-based

Qualifications

• Traits that work here include being driven, trainable, dependable, and comfortable on camera.
• Ability to perform admin tasks such as notes, appointments, and CRM hygiene.

Responsibilities

• Assess needs and teach options to clients.
• Stay in the relationship after the first meeting.

Skills

Driven

Trainable

Dependable

Camera comfortable

Tools

CRM hygiene

Job description

AO Garcia Agency is seeking a virtual consultant who will assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes admin responsibilities like notes, appointments, and CRM hygiene, with no cold calls and a focus on a qualified-interest pipeline.

The position offers full training, current tech stack, and the ability to work from home. Ideal candidates are driven, trainable, dependable, comfortable on camera, and motivated by performance-based