Remote Financial Services Consultant

AO Garcia Agency; Suffolk (VA); 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 virtual consultant who assesses client needs, teaches options, and maintains the relationship after the initial meeting. This role emphasizes client guidance and relationship-building in a remote setting.

Administrative duties include notes, scheduling, and CRM hygiene, with the candidate working from home and leveraging the current tech stack. Training is provided to ensure readiness and success.

Qualifications

• Soft skills: drive, trainability, dependability, comfort with video

Responsibilities

• Assess client needs and teach options while maintaining the relationship after the first meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.
• Work remotely with current tech stack and participate in full training.

Skills

Driven

Trainable

Dependable

Camera-ready

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.