Virtual Sales Representative - Financial Services

AO Garcia Agency; Appleton (WI); Remote; USD 52,000 - 72,000; Full time

Job summary

AO Garcia Agency is a remote-friendly financial-services team seeking a motivated professional to engage with warm leads and guide conversations without requiring an office base. You will be trained before performing and have opportunities to advance for high performers.

Join a role with a structured ramp, focus on families protecting income, and a pipeline built from warm leads. This is a remote-capable position with clear progression for top performers.

Qualifications

• On-time follow-up with prospects and clients.
• Maintain professional video presence for virtual interactions.
• Quickly adapt to new tools and processes.

Responsibilities

• Engage with warm-lead conversations and guide conversations remotely.
• Provide coaching and ramp support as you onboard.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client