Remote Protection Planner - Client-Centric Advisor

AO Garcia Agency; Greater London; Remote; GBP 30,000 - 54,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the first meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with the advantage of working from home.

Benefits include a structured training program and access to current tech tools to support performance-based advancement. The ideal candidate is driven, trainable, dependable, and comfortable in a camera-driven environment, able

Qualifications

• Traits that help success in this role, including being driven and trainable.
• Ability to stay dependable and competitive while managing relationships.

Responsibilities

• Assess needs and present options to clients.
• Build and maintain relationships after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the first meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with the advantage of working from home.

Benefits include a structured training program and access to current tech tools to support performance-based advancement. The ideal candidate is driven, trainable, dependable, and comfortable in a camera-driven environment, able