Remote Financial Services Representative

Aogarciaagency; Memphis (TN); Remote; USD 60,000 - 90,000; 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 is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting.

The role includes administrative duties such as taking notes, scheduling, and CRM hygiene, with interviews conducted via Zoom and training provided. This is a remote position suited to self-motivated professionals comfortable on camera.

Qualifications

• Assess client needs and explain options to choose best solution.
• Maintain long-term client relationships after initial meeting.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

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.