Virtual Sales Representative - Financial Services

AO Garcia Agency; Surprise (AZ); Remote; USD 60,000 - 80,000; 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 who can assess client needs, present options, and stay engaged after the first meeting. This remote role includes admin duties such as taking notes, scheduling appointments, and keeping the CRM clean, with comprehensive training and a clear path for advancement.

Join a fast-paced team that values drive, trainability, dependability and comfort with video calls. You will work from home and grow through a performance-based advancement framework.

Qualifications

• Driven, trainable, dependable mindset.
• Comfortable with video calls and being on camera.
• Willingness to compete and learn in a fast-paced environment.

Responsibilities

• Assess client needs and present viable options.
• Stay engaged with clients after the first meeting to nurture relationships.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable on camera

Competitive

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.