Remote Financial Protection Representative

Aogarciaagency; Dothan (AL); Remote; USD 35,000 - 55,000; 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 to assess client needs, present options, and nurture the relationship after the initial meeting. The role blends advisory work with admin tasks such as notes, scheduling, and maintaining CRM hygiene.

You'll train with the current tech stack and work from home. Interviews are conducted via Zoom, and performance-based advancement is available.

Qualifications

• Experience in consultative sales or advisory roles.
• Ability to work remotely and manage CRM.

Responsibilities

• Assess client needs and present options to move the relationship forward.
• Stay in touch with clients after the initial meeting and follow up.
• Admin duties: notes, appointments, CRM hygiene.

Skills

CRM management

Appointment scheduling

Remote work

Tools

CRM

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

Interviews on Zoom.