Protection Services Representative - Remote

AO Garcia Agency; Rochester (NH); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

Job summary

AO Garcia Agency is seeking a remote virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting.

Admin tasks include notes, appointments, and CRM hygiene. The role offers full training, access to the current tech stack, and a work-from-home setup with potential for performance-based advancement.

Qualifications

• Ability to assess client needs and present options clearly.
• Maintain ongoing relationship after the initial meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Responsibilities

• Conduct virtual consultations to identify client needs.
• Educate clients on available options and next steps.
• Keep CRM data accurate and up-to-date; schedule follow-ups.

Skills

Relationship-building

Communication

Self-motivation

Comfortable on camera

Tools

CRM software

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.