Virtual Sales Representative - Financial Services
AO Garcia Agency
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Benefits offered by this job
Job summary
AO Garcia Agency is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the first meeting. The role includes administrative tasks such as notes, scheduling, and CRM hygiene, with training provided and no cold calling.
Remote work from home is offered, with opportunities for advancement and the latest tech stack. Ideal candidates are driven, trainable, and comfortable on camera, thriving in a home-based setting while delivering
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.
- No cold calling
- Qualified-interest pipeline
- Performance-based advancement
- Full training
- Current tech stack
- Work from home
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.
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