Virtual Client Portfolio Advisor
Full Job Posting
This is a remote financial-services seat built around warm leads and a training system.If you are competitive and willing to be coached, it can become a long-term career.
If you want a job with no conversations, it will not.
Daily work
- Speak with people who asked for information
- Map needs to available protection options
- Run a simple enrollment flow
- Build and service a client list
Provided
- Pre-qualified warm leads
- Step-by-step onboarding
- Remote tools
- Flexible hours
- Ongoing mentorship
Good fitSelf-starters who like helping families and can handle a performance environment.
Bad fitAnyone who will not take feedback or needs a manager in the room.Next step is a short Zoom overview.
Apply to book it.
About Aogarciaagency
Sells life and supplemental health insurance to working families.
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