Remote Financial Protection Advisor (Part-Time)

AO Garcia Agency; Joliet (IL); Remote; USD 60,000 - 90,000; 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

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and maintain the relationship after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with training provided and access to the current tech stack.

You will work from home and be supported by a structured progression path based on performance. The position emphasizes independence, consistent prospecting through a qualified-interest pipeline,

Responsibilities

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

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and maintain the relationship after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with training provided and access to the current tech stack.

You will work from home and be supported by a structured progression path based on performance. The position emphasizes independence, consistent prospecting through a qualified-interest pipeline,