Remote Financial Protection Consultant

Aogarciaagency; Lexington (KY); Remote; USD 40,000 - 70,000; 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 assesses client needs, presents options, and stays engaged after the first meeting. The role emphasizes remote work and relationship-building with clients.

Admin duties include notes, appointments, and CRM hygiene, supporting a streamlined workflow. This position suits driven, trainable, dependable individuals who are comfortable on camera and competitive.

Qualifications

• Admin tasks include notes, scheduling, CRM hygiene.
• Ability to assess needs and teach options over the first meeting.
• Ability to build and maintain relationship after meeting.

Responsibilities

• Assess client needs and present options.
• Maintain relationship after initial meeting.

Skills

Driven

Trainable

Dependable

Competitive

Comfortable with camera

Tools

CRM hygiene

Job description

Aogarciaagency is seeking a virtual consultant who assesses client needs, presents options, and stays engaged after the first meeting. The role emphasizes remote work and relationship-building with clients.

Admin duties include notes, appointments, and CRM hygiene, supporting a streamlined workflow. This position suits driven, trainable, dependable individuals who are comfortable on camera and competitive.