Remote Family Protection Advisor – No Cold Calling, Full Training

AO Garcia Agency; Tulsa (OK); Remote; USD 45,000 - 65,000; 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 is seeking a virtual consultant to assess client needs, present suitable options, and stay engaged in the relationship after the initial meeting. The role includes administrative tasks such as notes, appointments, and maintaining CRM hygiene.

You will operate from home with access to the current tech stack and structured training. The position emphasizes a driven, trainable, dependable mindset and comfort with camera-based interactions.

Responsibilities

• Assess client needs and tailor options.
• Maintain the relationship after the first meeting and ensure follow-ups.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and stay engaged in the relationship after the initial meeting. The role includes administrative tasks such as notes, appointments, and maintaining CRM hygiene.

You will operate from home with access to the current tech stack and structured training. The position emphasizes a driven, trainable, dependable mindset and comfort with camera-based interactions.