Virtual Client Portfolio Advisor

AO Garcia Agency; Asheville (NC); Remote; USD 42.000 - 65.000; Vollzeit

Zusammenfassung

AO Garcia Agency seeks a home-based client role offering a flexible schedule. You will run video meetings with leads, work warm prospects, and build your own client book. Training and a clear process are supplied; you bring the work ethic and consistency.

This position offers full-time or part-time structure, calendar control, no commute, and web-based presentations. Join a results-driven team and grow your income through skill and dedication.

Qualifikationen

• Clear speech and professional presence required.
• Ability to follow a script and tailor it to your style.
• Follow-through the same day, not delaying tasks.
• Desire to grow income with skill, not luck.

Aufgaben

• Run video meetings with clients and leads.
• Work warm leads and build a client book.
• Provide timely follow-up and maintain client relationships.

Kenntnisse

Clear speech

Script adaptation

Professional presence

Self-driven

Jobbeschreibung

Home-based client role for people who want a flexible schedule and a scoreboard.

You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic.

Why people stay

1. 1. Control of the calendar. Full-time or part-time structure.
2. 2. No commute. Presentations are web-based.
3. 3. No cold calling. Conversations start with interest.
4. 4. Promotion from production, not politics.

Must-haves

• Clear speech and professional presence
• Ability to follow a script and then make it your own
• Follow-through the same day, not “I will get to it”
• Hunger to grow income with skill, not luck