Part-Time Protection Planning Advisor - Work From Home

Aogarciaagency; Ames (IA); Remote; USD 55,000 - 75,000; 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

Aogarciaagency is seeking a virtual consultant to assess needs, present options, and guide clients after the initial meeting. The role focuses on building relationships and delivering value remotely.

You will also handle admin tasks such as note-taking, scheduling, and keeping the CRM up to date, with full training provided and a defined advancement path based on performance.

Qualifications

• Strong interpersonal skills and ability to work remotely.
• Experience in consultative sales or client relationships preferred.
• Ability to manage notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and present options in a consultative manner.
• Maintain relationships after the first meeting.
• Handle admin tasks such as notes, scheduling, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera friendly

Tools

CRM software

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.