Part-Time Protection Planning Advisor - Work From Home

AO Garcia Agency; Frederick (MD); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative duties like note-taking, scheduling, and CRM hygiene, with interviews conducted on Zoom.

The position offers work-from-home flexibility, ongoing training, and exposure to an existing client pipeline. Candidates should be driven, trainable, dependable, and comfortable on camera as the workload progresses through

Responsibilities

• Assess clients' needs and present options.
• Teach recommended solutions and maintain the relationship after the first meeting.
• Handle admin tasks: take notes, schedule appointments, maintain CRM hygiene.

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.

Interviews on Zoom.