Remote Financial Services Representative

AO Garcia Agency; South Portland (ME); Teletrabalho; USD 55 000 - 85 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

No cold calling

Qualified-interest pipeline

Advancement based on performance

Full training

Current tech stack

Work from home

Resumo da oferta

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.

Descrição da oferta de emprego

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.