Remote Financial Protection Advisor | Virtual Consultations

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant based in the United States. The role focuses on assessing client needs, teaching options, and sustaining the relationship after the initial meeting.

Administrative duties include keeping notes, scheduling, and CRM hygiene, with a strong emphasis on virtual communication and client trust. Employees benefit from full training and access to the current tech stack, while enjoying a work-from-home setup.

Responsibilities

• Assess client needs and present options.
• Maintain relationship with client after first meeting; admin tasks include notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant based in the United States. The role focuses on assessing client needs, teaching options, and sustaining the relationship after the initial meeting.

Administrative duties include keeping notes, scheduling, and CRM hygiene, with a strong emphasis on virtual communication and client trust. Employees benefit from full training and access to the current tech stack, while enjoying a work-from-home setup.