Remote Family Protection Advisor

AO Garcia Agency; South Sioux City (NE); 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 in the United States invites a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role focuses on consultative selling and long-term client engagement from home.

You will handle admin tasks, keep notes, schedule appointments, and maintain CRM hygiene using the current tech stack. No cold calling, a qualified-interest pipeline, and opportunities for advancement accompany thorough training.

Responsibilities

• Assess client needs and present options to clients.
• Nurture the client relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency in the United States invites a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role focuses on consultative selling and long-term client engagement from home.

You will handle admin tasks, keep notes, schedule appointments, and maintain CRM hygiene using the current tech stack. No cold calling, a qualified-interest pipeline, and opportunities for advancement accompany thorough training.