Remote Family Protection Advisor

AO Garcia Agency; St. Louis (MO); Remote; USD 52,000 - 76,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Performance-based advancement

Qualified-interest pipeline

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and nurture the relationship after the initial meeting. The role emphasizes relationship-building and understanding client goals in a remote setting.

You'll handle admin tasks such as notes, appointments, and CRM hygiene. The position offers full training, no cold calling, and a path for performance-based advancement while working from home with the current tech stack.

Qualifications

• Driven and trainable with dependable work ethic.
• Comfortable being on camera and competing in a results-driven environment.
• Willing to learn and adapt with full training.

Responsibilities

• Assess needs, present options, and maintain relationship after first meeting.
• Administrative tasks: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and nurture the relationship after the initial meeting. The role emphasizes relationship-building and understanding client goals in a remote setting.

You'll handle admin tasks such as notes, appointments, and CRM hygiene. The position offers full training, no cold calling, and a path for performance-based advancement while working from home with the current tech stack.