Virtual Consultation Representative - Work From Home

AO Garcia Agency; Georgetown (KY); Remote; USD 42,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a remote, client-facing role within financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

This position emphasizes clear, human communication, disciplined execution, and a willingness to follow a proven process, with a focus on benefits conversations rather than just sales energy.

Qualifications

• Clear, human communication.
• Self-discipline with minimal supervision.
• Willingness to follow a proven sales/engagement process.
• Interest in benefits conversations, not just 'sales energy'.

Responsibilities

• Enroll and support clients who asked for guidance.
• Be paired with a growing team and use provided tools and mentorship.
• Communicate clearly and professionally to clients throughout the engagement.

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"