Family Protection Representative – Remote

AO Garcia Agency; Tulsa (OK); Remote; USD 45,000 - 65,000; 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 virtual consultant to assess client needs, present suitable options, and stay engaged in the relationship after the initial meeting. The role includes administrative tasks such as notes, appointments, and maintaining CRM hygiene.

You will operate from home with access to the current tech stack and structured training. The position emphasizes a driven, trainable, dependable mindset and comfort with camera-based interactions.

Responsibilities

• Assess client needs and tailor options.
• Maintain the relationship after the first meeting and ensure follow-ups.

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.