100% Remote Family Protection Advisor

AO Garcia Agency; Dothan (AL); Remote; USD 40,000 - 60,000; 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 is seeking a remote virtual consultant who can assess client needs, present options, and nurture the relationship after the first meeting. You will perform administrative tasks like taking notes, scheduling appointments, and keeping the CRM up to date.

Success comes from being driven, trainable, and dependable, with comfort on camera and strong communication. This role includes training and ongoing relationship management with clients nationwide.

Qualifications

• Driven, trainable and dependable with a proactive mindset.
• Comfortable on camera and able to engage effectively with clients.
• Excellent communication and relationship-building skills.

Responsibilities

• Assess client needs and propose options during initial meetings.
• Maintain the relationship after the first meeting to maximize outcomes.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

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.