Remote Family Protection Consultant

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. This role emphasizes relationship-building and consultative selling from a remote setting.

The position includes training on our current tech stack, administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, with the flexibility to work from home.

Responsibilities

• Assess client needs and present options.
• Maintain relationship after the first meeting.
• Admin tasks: notes, appointments, and CRM hygiene.

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. This role emphasizes relationship-building and consultative selling from a remote setting.

The position includes training on our current tech stack, administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, with the flexibility to work from home.