Remote Family Protection Advisor

Aogarciaagency; Evanston (IL); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Qualified-interest pipeline

Performance-based advancement

Current tech stack

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. The role blends advisory work with essential admin tasks such as notes, appointments, and CRM hygiene.

You will work from home with no cold calling, access a qualified-interest pipeline, and participate in full training. Expect a clear path for performance-based advancement while using the current tech stack and Zoom-based interviews.

Responsibilities

• Assess client needs and propose options.
• Maintain client relationships after the initial meeting and ensure CRM hygiene.

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. The role blends advisory work with essential admin tasks such as notes, appointments, and CRM hygiene.

You will work from home with no cold calling, access a qualified-interest pipeline, and participate in full training. Expect a clear path for performance-based advancement while using the current tech stack and Zoom-based interviews.