Fully Remote - Virtual Consultation Associate
ao garcia agencyDenver, CO
Fully Remote - Virtual Consultation Associate
ao garcia agencyDenver, CO
yesterday
Occupations
Personal Financial AdvisorsCounselors, All OtherSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Administrative Management and General Management Consulting ServicesOther Management Consulting ServicesOther Individual and Family ServicesAbout the role
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 ProvidedPre-qualified warm leads Step-by-step onboarding Remote tools Flexible hours Ongoing mentorship Good fit Self-starters who like helping families and can handle a performance environment. Bad fit Anyone who will not take feedback or needs a manager in the room. Next step is a short Zoom overview. Apply to book it. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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JOB OVERVIEW
Experience level
Junior
Location
Denver, CO
Occupation
Personal Financial Advisors
Industry
Administrative Management and General Management Consulting Services
Posted
yesterday
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