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Client Needs Advisor - Remote

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Remote

Client Needs Advisor - Remote

AO Garcia Agency

Client Needs Advisor - Remote

6 days ago

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Important information


Location:

Barre, VT 05641, USA

Work mode:

Remote

Published on:

14 October 2026

What they need


Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

  1. The work has a point — families protecting income and future.

  2. Home base. No office required.

  3. You are trained before you are expected to perform.

  4. Your pipeline is warm leads.

  5. High performers get a leadership track.

We hire for

  • On-time follow-up

  • Clean video presence

  • Fast learning on tools

  • Respect for the client

Apply now. Zoom interview.

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