Part-Time Protection Planning Advisor - Work From Home

AO Garcia Agency; Bartlett (TN); À distance; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

AO Garcia Agency seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. Administrative duties include notes, appointments, and CRM hygiene.

Role offers work from home, full training, and exposure to the current tech stack; drivers include a proactive mindset, trainability, dependability, and comfort with being on camera.

Qualifications

• Virtual consultant role: assess needs, present options, and maintain relationship after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Responsabilités

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Handle administrative duties: notes, appointment scheduling, and CRM hygiene.

Description du poste

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.