Remote Associate

Remote Associate
Aogarciaagency
Lexington, South Carolina

What This Role Involves

This role is perfect for a passionate individual seeking a fulfilling career with flexibility and growth opportunities. You will be part of an essential team in securing families' financial well-being through virtual consultations, client assessments, relationship building, and administrative tasks.

• Conducting virtual consultations with clients
• Assessing clients’ needs and imparting knowledge on solutions
• Cultivating lasting client relationships through consistent check-ins
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed

Your Responsibilities

Your primary responsibilities will include:

• Securing families' financial well-being by providing expert advice and solutions through virtual consultations.
• Evaluating clients’ needs to recommend appropriate financial strategies and products.
• Maintaining strong, long-term relationships with clients through regular follow-ups and support.
• Handling administrative tasks such as note-taking, appointment scheduling, and other related duties.

What We're Looking For

We are seeking candidates who possess the following characteristics:

• Passionate about finance and helping clients achieve their financial goals
• Competitive in nature with a drive to succeed
• Motivated to grow both personally and professionally
• Dependable and reliable in all tasks and commitments
• Hardworking and committed to excellence
• Adaptable to various situations and changes
• Flexible in working hours and location
• Trainable for new roles and responsibilities as needed

Working at Aogarciaagency

Incentives include:

• No cold calling required
• Participation in a qualified lead program
• Advancement based on performance
• Weekly pay for consistent and quality work
• Mentorship and comprehensive training provided
• Access to industry-leading tools and technology
• The option to work from home with web conference-based presentations

Applying for This Role

If you are a hard-working, motivated team player, this may be an opportunity for you! All interviews will be conducted via Zoom video conferencing. Global Elite Empire Consultants is a third-party recruiter, not an insurance agency.

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.