Stop Building Someone Else's Dream - Remote Opportunity

Lever, Inc.; San Jose (CA); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Work from home (web conference-based)

Job summary

AO Garcia Agency is seeking motivated individuals for a remote sales-consultant role offering flexible hours and the chance to help families secure their financial well-being. You will conduct virtual consultations, assess client needs, and share solutions in a supportive, Zoom-driven environment.

The position emphasizes relationship-building through regular check-ins, ongoing training, and access to advanced tools.

Qualifications

• Experience in client-facing roles is a plus.
• Excellent communication and relationship-building skills.
• Ability to work independently with a flexible schedule.

Responsibilities

• Conduct virtual consultations with clients to understand their needs.
• Educate clients on suitable financial solutions and products.
• Nurture client relationships with regular check-ins and follow-ups.
• Complete related administrative tasks such as note taking and scheduling.

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