Remote Financial Services Sales Advisor – Flexible Schedule

AO Garcia Agency; Carmel (IN); Remote; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. Youfll enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship, delivering web presentations from a home office.

This role emphasizes meaningful work for families and offers a schedule you can build around real life. You will maintain a portfolio of clients you keep serving, not a stack of one-off calls, and you will be trained to communicate clearly and

Qualifikationen

• Clear and human communication is essential.
• Discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not only sales energy.

Aufgaben

• Enroll and support clients who asked for guidance.
• Be paired with a growing team and receive tools and mentorship.
• Present to clients via web presentations from a home office.
• Build a schedule that fits real life.
• Maintain a portfolio of clients you continue serving, not one-off calls.

Kenntnisse

Clear communication

Self-discipline

Process adoption

Benefits conversations

Jobbeschreibung

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. Youfll enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship, delivering web presentations from a home office.

This role emphasizes meaningful work for families and offers a schedule you can build around real life. You will maintain a portfolio of clients you keep serving, not a stack of one-off calls, and you will be trained to communicate clearly and