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Financial Services Associate - Work From Home

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Remote

Financial Services Associate - Work From Home

AO Garcia Agency

Financial Services Associate - Work From Home

Skills

CRMCold Calling

15 days ago

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Important information


Location:

Lafayette, LA, USA

Work mode:

Remote

Published on:

13 October 2026

What they need


Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

  • No cold calling

  • Qualified-interest pipeline

  • Performance-based advancement

  • Full training

  • Current tech stack

  • Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.

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