Remote Family Protection Associate

AO Garcia Agency; Eagle (ID); Remoto; USD 45.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

Full training

Work from home

Descrizione del lavoro

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and sustain the relationship after the initial meeting.

The role includes admin tasks such as notes, appointments, and CRM hygiene, with remote work from home in the United States using the current tech stack and full training leading to advancement.

Competenze

• Assess client needs and propose viable options.
• Post-meeting follow-up to nurture the relationship.
• Maintain CRM hygiene and accurate notes.

Mansioni

• Assess client needs, present options, and continue the relationship after the first meeting.
• Handle administrative duties: notes, appointments, CRM hygiene.
• Work from home using the current tech stack.

Conoscenze

CRM hygiene

Note taking

Appointment scheduling

Virtual consultation

Relationship management

Strumenti

CRM software

Descrizione del lavoro

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.