Virtual Consultation Representative - Work From Home

AO Garcia Agency; Sheridan (WY); Remote; USD 60,000 - 90,000; Full time

Job summary

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

The deal emphasizes a home office, web presentations, work that matters to families, ongoing leadership involvement, and a schedule you can build around real life.

Qualifications

• Clear communication that is clear and human.
• Self-discipline without a supervisor nearby.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

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"