Virtual Client Portfolio Advisor

Aogarciaagency; East Orange (NJ); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experts

Leadership path

Job summary

Aogarciaagency is seeking motivated individuals for a remote role where you engage warm leads who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

Your tasks include taking requests, explaining benefit options clearly, helping clients enroll when appropriate, and maintaining a disciplined follow-up rhythm. Interviews are conducted on Zoom, with a written process to guide your work and opportunities to grow into leadership.

Qualifications

• Competitive, coachable, and comfortable on camera.
• Willingness to learn and hit targets.
• Clear communicator with clients.

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.