Virtual Sales Representative - Financial Services

AO Garcia Agency; Midwest City (OK); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. You’ll handle admin tasks such as notes, appointments, and CRM hygiene.

This role includes training and the ability to work from home. You’ll be part of a performance-driven team with a current tech stack and a pipeline of qualified interest, offering opportunities for advancement.

Qualifications

• Traits that help succeed in a virtual consultant role.
• Ability to manage notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and teach options.
• Maintain relationships after the first meeting.
• Handle admin tasks including notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Tools

CRM

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.