Protection Services Representative - Remote

AO Garcia Agency; Oregon; Hybrid; USD 34,000 - 55,000; Full time

Job summary

AO Garcia Agency is seeking a virtual consultant in the United States (remote) who assesses client needs, presents options, and remains engaged with clients after the initial meeting. The role includes administrative tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, with full training provided.

You will work from home using the current tech stack, access a qualified-interest pipeline, and have opportunities for advancement based on performance.

Responsibilities

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

Skills

Driven

Trainable

Dependable

On-camera comfortable

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.