Remote Family Protection Consultant

Aogarciaagency; Hamilton (OH); Remote; USD 55,000 - 75,000; 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 nurture the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with interviews conducted via Zoom.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, able to thrive in a remote work setup, and engaged in ongoing client support after the first meeting.

Qualifications

• Candidates should be driven, trainable, and dependable.
• Able to work effectively in a virtual/remote setting.
• Comfortable appearing on camera during sessions.

Responsibilities

• Assess client needs, teach options, and maintain the relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with interviews conducted via Zoom.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, able to thrive in a remote work setup, and engaged in ongoing client support after the first meeting.