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Virtual Client Portfolio Advisor

aogarciaagency · Woonsocket, Rhode Island

RemoteImported listingfull-time1 day ago

About The Role

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 homeTraits that work hereDriven. Trainable. Dependable. Comfortable competing. Fine with a camera.If that is your default setting, apply. Interviews on Zoom.

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