Remote Financial Protection Representative

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

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.