Virtual Sales Representative - Financial Services

AO Garcia Agency; Vancouver (WA); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Flexible schedule

Remote work

Training and mentorship

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 requested guidance, while leveraging tools and mentorship from a growing team.

The deal emphasizes work that matters to families, with training and leaders who stay involved, and a schedule you can build around real life.

You will manage a portfolio of clients you keep serving, rather than a handful of one-off calls.

Qualifications

• Clear, human communication throughout client interactions.
• Discipline and motivation without direct supervision.
• Willingness to follow a proven enrollment process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with families to understand needs and provide solutions.
• Leverage training and mentorship from the team to deliver results.

Skills

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"