Virtual Client Portfolio Advisor in Appleton, Wisconsin at AO Garcia Agency
NewJob Function: General Business
AO Garcia Agency
Appleton, Wisconsin, 54911, United States
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Job Description
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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- Apply on the go
Job Location
Appleton, Wisconsin, 54911, United States
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