Virtual Sales Representative - Financial Services

Company: AO Garcia Agency

Locations: Hoover, Alabama, United States; Minot, North Dakota, United States

Work arrangement: Fully remote

Employment type: Full-time, Part-time

Experience: 0-2 years

Posted: 2026-10-31

Responsibilities

The role involves working warm leads with families to build a book of business through web-conference meetings. Responsibilities include providing plain-language explanations, conducting follow-ups, and managing notes and scheduling.

Requirements

Candidates must be coachable, consistent, and capable of working independently. The position requires the ability to learn a specific system and lead by example.

Skills

  • Sales
  • Financial services
  • Lead management
  • Communication
  • Scheduling
  • Coachable
  • Consistency
  • Time management

Benefits

  • Web-conference meetings from home
  • Full-time or part-time options
  • Written training
  • Live coaching

About this role

Work from home. Work warm leads with families. Learn a system. Build a book.
That is the job in one line.

Included
• Web-conference meetings from home
• Full-time or part-time options
• No cold calling
• Written training plus live coaching
• Advancement for people who lead their numbers

Your day
Meetings. Plain-language explanations. Follow-up. Notes and scheduling.

Apply if you are coachable and consistent. Skip it if you disappear when nobody is watching.
Zoom interviews only.
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