Remote Financial Protection Advisor

Aogarciaagency; Mandan (ND); Remote; USD 45,000 - 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 who can assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with interviews on Zoom and work-from-home flexibility.

Ideal candidates are driven, trainable, dependable and comfortable on camera; no cold calling and access to full training and a qualified-interest pipeline. Current tech stack is used to support success.

Qualifications

• Soft skills for remote consultative work.
• Willingness to handle administrative CRM tasks.

Responsibilities

• Assess client needs and tailor options.
• Teach and present solutions to clients.
• Maintain relationships after the first meeting.
• Perform admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Zoom interviews

Tools

CRM software

Job description

Aogarciaagency is seeking a virtual consultant who can assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with interviews on Zoom and work-from-home flexibility.

Ideal candidates are driven, trainable, dependable and comfortable on camera; no cold calling and access to full training and a qualified-interest pipeline. Current tech stack is used to support success.