Remote Client Portfolio Advisor - Training & Growth
AO Garcia Agency
AO Garcia Agency is seeking a virtual consultant who can assess client needs, present suitable options, and nurture the relationship after the first meeting. The role prioritizes clear communication, solution-focused guidance, and client satisfaction.
The position includes administrative responsibilities such as taking notes, arranging appointments, and maintaining CRM hygiene, while you work remotely with a qualified-interest pipeline and ongoing training.
#J-18808-LjbffrVacancy posted 5 hours ago
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