Remote Financial Protection Representative

AO Garcia Agency; Farmington Hills (MI); Remoto; USD 60.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descrizione del lavoro

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and maintain a relationship after the initial meeting. The role includes administrative tasks such as notes, appointment scheduling, and CRM hygiene, with Zoom interviews conducted for selection.

The position offers a fully remote setup with training and ongoing support, using the current tech stack to manage the qualified-interest pipeline and progression through performance-based advancement.

Mansioni

• Assess client needs and present options to them.
• Maintain ongoing relationship after the first meeting, ensuring follow-ups and value delivery.

Descrizione del lavoro

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.