Remote Financial Services Consultant | Virtual Advisor

Aogarciaagency; Madison (MS); Remote; USD 45,000 - 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

Aogarciaagency seeks a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role includes administrative duties like notes, scheduling, and CRM hygiene, with full training provided.

This position offers work-from-home flexibility and a clear path for advancement based on performance, leveraging the current tech stack to support remote engagement.

Responsibilities

• Assess client needs and present appropriate options.
• Stay in the relationship after the first meeting and manage follow-ups.
• Handle admin tasks such as notes, appointments, and CRM hygiene.

Job description

Aogarciaagency seeks a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role includes administrative duties like notes, scheduling, and CRM hygiene, with full training provided.

This position offers work-from-home flexibility and a clear path for advancement based on performance, leveraging the current tech stack to support remote engagement.