Remote Family Protection Advisor

Aogarciaagency; Brooklyn Park (MN); Remote; USD 60,000 - 80,000; 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 to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as taking notes, scheduling, CRM hygiene, and ongoing client engagement.

Interviews are conducted via Zoom, and the position supports a work-from-home setup. Ideal candidates are driven, trainable, dependable, and comfortable on camera, with a readiness to contribute in a fast-paced, remote environment.

Qualifications

• Must be able to work remotely from the United States.
• Experience with administrative tasks and CRM hygiene preferred.

Responsibilities

• Assess client needs and present options in a clear, consultative manner.
• Maintain relationships after the initial meeting to foster ongoing engagement.
• Handle admin tasks: notes, scheduling, CRM hygiene, and follow-ups.

Skills

Driven

Trainable

Dependable

Camera friendly

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as taking notes, scheduling, CRM hygiene, and ongoing client engagement.

Interviews are conducted via Zoom, and the position supports a work-from-home setup. Ideal candidates are driven, trainable, dependable, and comfortable on camera, with a readiness to contribute in a fast-paced, remote environment.