Remote Financial Services Consultant

Aogarciaagency; Midwest City (OK); Remote; USD 40,000 - 70,000; 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 seeks a virtual consultant who can assess needs, present options, and maintain client relationships after the first meeting. The role includes admin tasks, notes, appointments, and CRM hygiene, with interviews conducted on Zoom.

Work from home with training provided, a clear path for advancement based on performance, access to our current tech stack, and a qualified-interest pipeline to nurture leads.

Qualifications

• Assess client needs and present suitable options.
• Maintain CRM hygiene and document notes.
• Build and sustain relationships after initial meeting.

Responsibilities

• Assess needs and present options to clients.
• Maintain relationship after the initial meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Skills

Needs assessment

Relationship management

CRM hygiene

Remote training

Tools

CRM system

Zoom

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

Interviews on Zoom.