Virtual Consultation Representative - Work From Home

AO Garcia Agency; United States; Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and guide clients through simple enrollment flows. You will map client needs and build a serviceable client list, all within a coachable, performance-driven environment.

This role emphasizes mentorship, step-by-step onboarding, and flexible hours, suitable for self-starters who enjoy helping families while embracing feedback and coaching.

Qualifications

• Competitive and coachable, willing to be coached.
• Able to work remotely with warm leads and training system.
• Comfortable in a performance-driven environment.

Responsibilities

• Speak with people who requested information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication skills

Coachable

Self-starter

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.