Remote Financial Protection Representative

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

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.