Remote Financial Protection Representative

AO Garcia Agency; Sandy (UT); 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

AO Garcia Agency is seeking a virtual consultant who assesses needs, educates clients on options, and maintains the relationship after the first meeting.

In addition to consultative work, the role includes admin tasks such as taking notes, scheduling appointments, and keeping CRM hygiene. This is a fully remote position with a qualified-interest pipeline and ongoing training.

Responsibilities

• Assess needs and educate clients on options.
• Maintain relationship after initial meeting and stay engaged.
• Handle admin tasks: 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.