Family Protection Specialist - Work From Home

AO Garcia Agency; Oregon; Hybrid; USD 48,000 - 72,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

AO Garcia Agency is seeking a virtual consultant who can assess client needs, teach options, and maintain the relationship after the first meeting.

You’ll handle admin tasks like notes, appointments, and CRM hygiene while contributing to a qualified-interest pipeline and ongoing training. This is a remote position with the chance for performance-based advancement.

Qualifications

• Must assess client needs and present options clearly.
• Maintain CRM notes and follow-up after meetings.
• Comfortable on camera and in virtual meetings.

Responsibilities

• Assess needs, teach options, and nurture the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Contribute to a qualified-interest pipeline and training uptake.

Skills

Virtual consultation

CRM hygiene

Relationship management

Tools

CRM software

Video conferencing

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.