Remote Family Protection Advisor

AO Garcia Agency; Oregon; Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Remote work

Full training

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and stay engaged after the first meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, and offers full training.

Working from home is supported in this position. The ideal candidate is driven, trainable, and dependable, comfortable on camera, and able to manage relationships remotely while following a current tech stack.

Qualifications

• Experience in virtual consulting or similar
• Ability to teach options and guide clients
• Maintain CRM hygiene and notes

Responsibilities

• Assess client needs and present options
• Maintain client relationship after initial meeting
• Admin tasks: notes, appointments, CRM hygiene

Skills

Needs assessment

Relationship management

CRM hygiene

Tools

CRM software

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and stay engaged after the first meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, and offers full training.

Working from home is supported in this position. The ideal candidate is driven, trainable, and dependable, comfortable on camera, and able to manage relationships remotely while following a current tech stack.