Virtual Client Portfolio Advisor

AO Garcia Agency; New Iberia (LA); Remote; USD 35,000 - 52,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Leadership path for top performers

Job summary

AO Garcia Agency is seeking motivated people for a remote career with upside. You will work with warm leads, talking with people who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

Take the conversations, explain options simply, and help clients enroll when it is a fit. Interviews are on Zoom and the role offers coaching and a path into leadership for top performers.

Qualifications

• Motivated and coachable.
• Comfortable on camera and speaking 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

Skills

Coachable

Camera-friendly

Competitive

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.