Remote Financial Services Representative

AO Garcia Agency; Elizabeth (NJ); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified pipeline

Full training

Work from home

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, appointment scheduling, and keeping CRM hygiene.

Interviews are conducted on Zoom and the position offers work-from-home flexibility with full training and a current tech stack. The ideal candidate should be driven, trainable, dependable, and comfortable competing, with a camera-ready presence for

Responsibilities

• Assess client needs and present options.
• Maintain relationship after initial meeting.
• Admin tasks: notes, appointments, CRM hygiene.
• Interviews on Zoom.

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.

Interviews on Zoom.