Family Protection Specialist – Work From Home

AO Garcia Agency; Santa Ana (CA); A distancia; USD 50.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descripción de la vacante

AO Garcia Agency is seeking a virtual consultant who will assess client needs, present options, and guide them through the decision process. You will stay engaged with clients after the first meeting to ensure satisfaction and outcomes.

The role includes administrative tasks such as note-taking, scheduling, and maintaining CRM hygiene, with interviews conducted on Zoom and a flexible work-from-home setup.

Formación

• Virtual consultant role requires strong communication and CRM discipline.
• Ability to assess needs, teach options, and maintain relationships after initial meeting.

Responsabilidades

• Assess client needs and present suitable options.
• Maintain client relationships after the first meeting; ensure CRM hygiene.

Descripción del empleo

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.

Interviews on Zoom.