Virtual Client Portfolio Advisor

AO Garcia Agency; Vermillion (SD); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Written process guidance

Coaching from experienced colleagues

Leadership path for high performers

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will work warm leads, speak with clients who requested help with financial-protection options, and be coached for success. Interviews are on Zoom and performance is measured on activity and results.

Join a process-driven team, get coaching from experienced colleagues, and have a path into leadership if you perform. This is remote and requires no constant supervision.

Qualifications

• Comfortable speaking with clients and explaining options clearly.
• Able to follow a process and stay coachable.
• Willing to work remotely and manage own schedule.

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

Coachable

On-camera

Remote work

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.