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Posted 2 hours ago

Remote - Financial Protection Advisor

@ AO Garcia Agency

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Saskatoon, Saskatchewan

Remote
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Overview

AO Garcia Agency is hiring a remote Financial Protection Advisor to assess client needs, explain protection options, and maintain client relationships after the first meeting. The role includes administrative work such as notes, appointments and CRM upkeep. The posting lists a qualified-interest pipeline, full training, performance-based advancement and work from home, with interviews held on Zoom.

Responsibilities:

  • Assess client needs
  • Explain protection options to clients
  • Maintain relationships after first meeting
  • Keep notes, appointments and CRM records

Requirements summary:

  • Driven and trainable
  • Dependable
  • Comfortable competing
  • Comfortable on camera

Tools & skills

CRM
Source and dates

Employer career site / ATS feed · lever

Employer posting date
2026-11-12
First seen by our source
2026-11-12
Source record updated
2026-11-12

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityEntry level
DepartmentSales
Travelair: none · ground: none
Work settingHome
PositionMostly sitting
Physical demandsphysical low · computer high
Perks mentionedPaid training

Summary and details written by AI from the posting; the employer’s posting is the authority.

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AO Garcia Agency

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Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Other recorded names
  • AO Garcia Agency
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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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