Virtual Client Portfolio Advisor

AO Garcia Agency; St. Louis (MO); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Web-conference meetings from home

Full-time or part-time options

No cold calling

Written training plus live coaching

Advancement for people who lead their数

Job summary

AO Garcia Agency offers a fully remote role that lets you work from home with warm leads and families. You’ll learn a system and build a book while enjoying flexible hours and simplified, Zoom-based interviews if needed.

The position supports both full-time and part-time options, with written training and live coaching. Advancement is available for those who consistently meet their numbers and demonstrate leadership, making this a growth-oriented opportunity.

Qualifications

• No cold calling
• Written training plus live coaching
• Advancement for people who lead their numbers

Responsibilities

• Meetings. Plain-language explanations. Follow-up. Notes and scheduling.

Job description

Work from home. Work warm leads with families. Learn a system. Build a book.

That is the job in one line.

Included

• Web-conference meetings from home
• Full-time or part-time options
• No cold calling
• Written training plus live coaching
• Advancement for people who lead their numbers

Your day

Meetings. Plain-language explanations. Follow-up. Notes and scheduling.

Zoom interviews only.