Remote Family Protection Advisor — Full Training

AO Garcia Agency; Hartford (VT); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. The role handles administrative tasks such as notes, appointments, and CRM hygiene, and offers full training.

Work from home is supported with access to the current tech stack and opportunities for advancement based on performance. The position emphasizes being driven, trainable, dependable, and comfortable on camera, with a focus on building lasting

Qualifications

• Ability to assess client needs and present options.
• Maintain client relationships after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and present suitable options.
• Stay engaged with clients after the initial meeting to nurture relationship.
• Complete admin duties: notes, scheduling, CRM hygiene.

Skills

Needs assessment

Relationship management

Client education

Remote communication

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. The role handles administrative tasks such as notes, appointments, and CRM hygiene, and offers full training.

Work from home is supported with access to the current tech stack and opportunities for advancement based on performance. The position emphasizes being driven, trainable, dependable, and comfortable on camera, with a focus on building lasting