Virtual Client Portfolio Advisor

AO Garcia Agency; Miami (FL); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Coaching

Leadership path

Job summary

AO Garcia Agency is seeking motivated individuals for a remote role with upside. You will work with warm leads, discuss financial-protection options, and be trained, coached, and measured on activity and results.

The work involves handling requested conversations (no cold outreach), explaining benefits clearly, assisting clients to enroll when appropriate, and maintaining a reliable follow-up rhythm. Interviews are held on Zoom, with coaching and a leadership path for high performers.

Qualifications

• Must be comfortable talking to clients on camera.
• Must be coachable and competitive.
• Able to follow a written process and guidelines.

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.

Skills

Communication skills

Coachable

Camera comfort

Remote work

Tools

Zoom

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.