Part-Time Remote Financial Protection Advisor

Aogarciaagency; Tucson (AZ); Remote; USD 60,000 - 90,000; 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 who can assess client needs, present options, and maintain the relationship after the first meeting. The role blends advisory work with admin tasks, including notes, appointments, and CRM hygiene. You’ll work from home with a clear path for training and advancement, and no cold calling is required.

Ideal candidates are driven, trainable, dependable, and comfortable on camera; interviews are conducted on Zoom.

Responsibilities

• Assess client needs and tailor options.
• Teach clients about available solutions.
• Maintain relationship after initial meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Job description

Aogarciaagency is seeking a virtual consultant who can assess client needs, present options, and maintain the relationship after the first meeting. The role blends advisory work with admin tasks, including notes, appointments, and CRM hygiene. You’ll work from home with a clear path for training and advancement, and no cold calling is required.

Ideal candidates are driven, trainable, dependable, and comfortable on camera; interviews are conducted on Zoom.