Virtual Sales Representative - Financial Services

AO Garcia Agency; Carmel (IN); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. Youfll enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship, delivering web presentations from a home office.

This role emphasizes meaningful work for families and offers a schedule you can build around real life. You will maintain a portfolio of clients you keep serving, not a stack of one-off calls, and you will be trained to communicate clearly and

Qualifications

• Clear and human communication is essential.
• Discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not only sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Be paired with a growing team and receive tools and mentorship.
• Present to clients via web presentations from a home office.
• Build a schedule that fits real life.
• Maintain a portfolio of clients you continue serving, not one-off calls.

Skills

Clear communication

Self-discipline

Process adoption

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"