Remote Financial Services Consultant

AO Garcia Agency; Lafayette (LA); Remote; USD 35,000 - 55,000; 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 assesses client needs, presents options, and maintains relationships after the initial meeting. The role includes essential admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, with comprehensive training provided to ensure success.

Benefits include no cold calling, a qualified-interest pipeline, performance-based advancement, access to the current tech stack, and the flexibility to work from home.

Qualifications

• Ability to manage CRM notes and hygiene.
• Strong communication and listening skills.

Responsibilities

• Assess needs and present options to clients.
• Stay in relationship with clients after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera confident

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains relationships after the initial meeting. The role includes essential admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, with comprehensive training provided to ensure success.

Benefits include no cold calling, a qualified-interest pipeline, performance-based advancement, access to the current tech stack, and the flexibility to work from home.