Virtual Client Portfolio Advisor

AO Garcia Agency; Appleton (WI); Remote; USD 55,000 - 75,000; 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

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes essential admin tasks such as taking notes, scheduling appointments, and keeping the CRM up to date.

You will work from home with access to the current tech stack and participate in full training. Performance-based advancement is available as you grow with the company.

Qualifications

• Experience in virtual client consultation or sales.
• Strong communication and relationship-building skills.
• Comfortable with camera and online collaboration tools.

Responsibilities

• Assess client needs and teach options to clients.
• Maintain relationships after the first meeting; CRM hygiene and admin tasks.

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.