Virtual Client Portfolio Advisor

Aogarciaagency; Thornton (CO); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant who assesses client needs, explains available options, and remains engaged after the first meeting to nurture the relationship.

The role includes admin tasks like taking notes, scheduling appointments, and maintaining CRM hygiene. You will receive full training, operate in a current tech stack, and work from home with Zoom interviews as part of the process.

Qualifications

• Willing to work from home.
• Interviews conducted via Zoom. <

Responsibilities

• Assess needs and teach options to clients.
• Stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfortable

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

Interviews on Zoom.