Remote Financial Services Consultant - Training & Growth

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 75,000; 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 to assess client needs, present options, and maintain the relationship after the initial meeting. The role emphasizes remote work and requires ability to manage follow-up with clients.

Admin tasks include notes, appointments, and CRM hygiene. The position promises a supportive environment with training and exposure to the current tech stack, with a focus on remote engagement and performance-based advancement.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role emphasizes remote work and requires ability to manage follow-up with clients.

Admin tasks include notes, appointments, and CRM hygiene. The position promises a supportive environment with training and exposure to the current tech stack, with a focus on remote engagement and performance-based advancement.