Remote Financial Services Associate: Training & Growth

AO Garcia Agency; Box Elder (SD); Remote; USD 60,000 - 90,000; 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 remote virtual consultant who can assess client needs, present options, and stay engaged after the first meeting. Responsibilities include admin tasks such as notes, appointments, and CRM hygiene, while delivering excellent client service from a home office.

The role offers a structured path with training, a current tech stack, and a performance-based advancement model. No cold calling is required; a qualified-interest pipeline and full training support enable you

Responsibilities

• Assess needs and tailor options for clients.
• Teach options and guide clients to suitable solutions after the first meeting.
• Maintain relationship post-first meeting.
• Handle admin tasks including notes and appointments.
• Maintain CRM hygiene and data consistency.

Job description

AO Garcia Agency is seeking a remote virtual consultant who can assess client needs, present options, and stay engaged after the first meeting. Responsibilities include admin tasks such as notes, appointments, and CRM hygiene, while delivering excellent client service from a home office.

The role offers a structured path with training, a current tech stack, and a performance-based advancement model. No cold calling is required; a qualified-interest pipeline and full training support enable you