Virtual Sales Representative - Financial Services

AO Garcia Agency; St. Louis (MO); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, working with a growing team, with tools and mentorship at hand.

You'll enjoy a home-office setup, web presentations, and a schedule you can build around real life, while delivering a portfolio of ongoing client interactions rather than a sequence of one-off calls.

Qualifications

• Clear, human communication.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team using provided tools.
• Deliver client-focused guidance in a remote setting.

Skills

Clear communication

Self-discipline

Process openness

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”