Stop Building Someone Else's Dream - Remote Opportunity

AO Garcia Agency; Clearfield (UT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Job summary

AO Garcia Agency is seeking motivated individuals for a flexible, work-from-home role that offers a flexible schedule and growth opportunities. The position involves conducting virtual consultations with clients, assessing needs, and guiding families toward financial solutions while maintaining ongoing client relationships.

In this role, you will receive weekly pay, mentorship with comprehensive training, and access to industry-leading tools and technology.

Qualifications

• Experience conducting virtual consultations.
• Ability to assess client needs and explain solutions.
• Ability to build and maintain client relationships through regular check-ins.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and impart knowledge on solutions.
• Cultivate lasting client relationships through consistent, periodic check-ins.
• Complete related administrative tasks (note taking, appointment setting).

Skills

Virtual consultations

Needs assessment

Client relationship building

Administrative tasks

Tools

CRM software

Job description

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career.

In this role, you will assume a vital position in securing families’ financial well-being..

Typical day-to-day tasks include:

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Incentives include but not limited to:

• No cold calling
• Qualified lead program
• Advancement based on performance
• Weekly pay
• Mentorship and complete training
• Industry leading tools and technology access
• Work from home (web conference-based presentations)

Looking for candidates who hold the below characteristics:

Passionate. Competitive. Motivated. Dependable. Hardworking. Adaptable. Flexible, Trainable.

If you are a hard-working, motivated team player, this may be an opportunity for you!

*All interviews will be conducted via Zoom video conferencing