Remote Financial Services Consultant | Virtual Advisor
AO Garcia Agency
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Benefits offered by this job
Job summary
AO Garcia Agency is seeking a virtual consultant who can assess client needs, teach options, and stay in the relationship after the first meeting. The role blends advisory work with essential admin tasks, including notes, scheduling, and CRM hygiene, all performed remotely.
What comes with the seat: no cold calling, a qualified-interest pipeline, performance-based advancement, full training, current tech stack, and work from home.
Job description
AO Garcia Agency is seeking a virtual consultant who can assess client needs, teach options, and stay in the relationship after the first meeting. The role blends advisory work with essential admin tasks, including notes, scheduling, and CRM hygiene, all performed remotely.
What comes with the seat: no cold calling, a qualified-interest pipeline, performance-based advancement, full training, current tech stack, and work from home.
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