Remote Family Protection Consultant

Aogarciaagency; Lansing (MI); Remote; USD 60,000 - 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 needs, teach options, and nurture client relationships after the initial meeting. The role includes admin duties like note-taking, scheduling, and keeping the CRM up to date. Interviews are conducted via Zoom, and training is provided to start strong in a remote setup.

Ideal candidates are driven, trainable, and dependable, with comfort on camera. The position offers work-from-home flexibility and a chance to advance based on performance

Qualifications

• Driven, trainable and dependable.
• Comfortable on camera and with Zoom interviews.
• Able to handle admin tasks like notes, calendar, CRM hygiene.

Responsibilities

• Assess client needs and present options virtually.
• Stay in relationship after the first meeting and manage follow-ups.
• Handle admin tasks such as notes, appointments and CRM hygiene.

Job description

Aogarciaagency is seeking a virtual consultant to assess needs, teach options, and nurture client relationships after the initial meeting. The role includes admin duties like note-taking, scheduling, and keeping the CRM up to date. Interviews are conducted via Zoom, and training is provided to start strong in a remote setup.

Ideal candidates are driven, trainable, and dependable, with comfort on camera. The position offers work-from-home flexibility and a chance to advance based on performance