Virtual Client Portfolio Advisor Job at AO Garcia Agency, Remote

  • AO Garcia Agency
  • Remote

Job Description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists

• Explain benefit options simply

• Help clients enroll when it is a fit

• Keep a clean follow-up rhythm

You get

• Remote work

• A written process so you are not inventing the job

• Coaching from people who have done the work

• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.

\n\n

Job Tags

Full time, Remote work

Similar Jobs

Amazon Development Center U.S., Inc.

Software Dev Manager III, AWS Catalog Job at Amazon Development Center U.S., Inc.

 ...resources you need. Within AWS, our Catalog solutions span Glue Data Catalog, Lake Formation, and DataZone. We offer customers a...  ...routing functionality. Catalogs are at the forefront of modern Analytics, acting as the bridge between the consumption layer and data services... 

CVSC

Government Relations Manager Job at CVSC

 ...Scope of Position CVSC seeks a driven and capable individual to join our Policy and Government Relations team as a Government Relations Manager to advance conservation policy at the local government level.The Manager will oversee a wide range of policy and advocacy tasks... 

American Dental Companies

Dental Insurance Coordinator - Cosmetic Dentistry of Hayward Job at American Dental Companies

Join a Legacy of Care: Dental Insurance CoordinatorCosmetic Dentistry of Hayward - Hayward, CAAre you a Dental Insurance pro who loves the...  ...for one another. We are looking for a dedicated Insurance Coordinator to join our full-time family and help us continue our mission... 

Okta

Senior Product Manager, Okta for AI Agents Job at Okta

Secure Every Identity, from AI to HumanIdentity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex... 

bit schulungscenter GmbH

Student Ministry Summer Internship Job at bit schulungscenter GmbH

 ...WPC Student Ministries 2026 Summer Intern ApplicationOur Summer Staff comprises college...  ...opportunity to minister to middle and high school aged students at WPC.We love the work...  ...and the resources needed to complete the internship. This includes but is not limited to...