Protection Planning Representative - Work From Home

Aogarciaagency; Greenville (MS); Remote; USD 50,000 - 70,000; 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 in the United States. You will assess client needs, present options, and maintain the relationship after the initial meeting.

In this role, administrative tasks include notes, appointments, and CRM hygiene, with training provided and opportunities for advancement based on performance. Comfortable on camera and able to work remotely.

Qualifications

• Traits like being driven, trainable and dependable are important.
• Comfortable on camera and able to manage virtual interactions.

Responsibilities

• Assess client needs and teach options.
• Maintain relationship after the first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfort

Tools

CRM

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.