Virtual Client Portfolio Advisor

Aogarciaagency; Orlando (FL); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency in the United States offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career; if you want a job with no conversations, it will not.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.

Qualifications

• Self-starter with a customer-focused mindset.
• Willing to be coached and accept feedback.
• Comfort in a performance-driven environment.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Self-starter

Customer focus

Coachable

Communication

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.