Remote Financial Services Consultant — Virtual Advisor

AO Garcia Agency; Waukegan (IL); Remote; USD 50,000 - 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

AO Garcia Agency is seeking a virtual consultant to assess client needs, present tailored options, and remain engaged with the relationship after the initial meeting. You will handle admin tasks like notes, appointments, and CRM hygiene, with work-from-home flexibility and ongoing training.

Join a role that emphasizes relationship-building, a current tech stack, and performance-based advancement in a fully remote setting.

Qualifications

• Ability to assess client needs and present options.
• Maintain client relationships after initial meeting.
• Handle notes, appointments and CRM hygiene.

Responsibilities

• Assess needs and teach options to clients.
• Stay in the relationship after the first meeting.
• Complete admin tasks including notes and CRM hygiene.

Skills

CRM management

Communication

Remote work

Tools

CRM software

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present tailored options, and remain engaged with the relationship after the initial meeting. You will handle admin tasks like notes, appointments, and CRM hygiene, with work-from-home flexibility and ongoing training.

Join a role that emphasizes relationship-building, a current tech stack, and performance-based advancement in a fully remote setting.