Remote Family Protection Advisor | Full Training & Growth

Aogarciaagency; Stamford (CT); Remote; USD 55,000 - 90,000; 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

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and stay engaged after the initial meeting. This remote role emphasizes relationship-building and consultative selling in a home-office setup.

You will handle admin tasks such as notes, appointments, and CRM hygiene, leveraging current tech stack. Strong camera presence and reliable communication are essential for success in this fully remote position.

Qualifications

• Experience in remote consultative sales.
• Able to manage CRM hygiene and scheduling.
• Comfortable on camera and presenting options.

Responsibilities

• Assess client needs in virtual setting.
• Educate clients on options and next steps.
• Maintain ongoing client relationships after initial meeting.
• Perform admin tasks: notes, appointments, CRM hygiene.

Skills

CRM management

Consultative selling

Relationship building

Remote communication

Tools

CRM software

Video conferencing

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and stay engaged after the initial meeting. This remote role emphasizes relationship-building and consultative selling in a home-office setup.

You will handle admin tasks such as notes, appointments, and CRM hygiene, leveraging current tech stack. Strong camera presence and reliable communication are essential for success in this fully remote position.