Remote Family Protection Advisor

AO Garcia Agency; Mandan (ND); Remote; USD 55,000 - 75,000; 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

AO Garcia Agency seeks aVirtual consultant to assess needs, present options, and nurture the client relationship after the first meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with a fully remote setup and training provided.

A driven, trainable, and dependable mindset helps success in a competitive, camera-friendly environment. The position offers a supportive team context, current tech stack, and opportunities for advancement, all anchored by a

Qualifications

• Virtual consultant role: assess client needs, present options, and maintain relationship after the first meeting.
• Admin tasks include taking notes, scheduling appointments, and CRM hygiene.

Responsibilities

• Assess client needs and educate on available options while guiding decision-making.
• Maintain client relationship after initial meeting and ensure CRM hygiene includes notes and appointments.

Job description

AO Garcia Agency seeks aVirtual consultant to assess needs, present options, and nurture the client relationship after the first meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with a fully remote setup and training provided.

A driven, trainable, and dependable mindset helps success in a competitive, camera-friendly environment. The position offers a supportive team context, current tech stack, and opportunities for advancement, all anchored by a