Remote Part-Time Financial Protection Advisor

AO Garcia Agency; Chesapeake (VA); Remote; USD 60,000 - 80,000; 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 seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. You will handle admin tasks such as notes, scheduling, and CRM hygiene to keep the pipeline healthy.

The role emphasizes being driven and trainable, with the benefit of work-from-home flexibility, access to current tech stack, and a structured training program to advance based on performance.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. You will handle admin tasks such as notes, scheduling, and CRM hygiene to keep the pipeline healthy.

The role emphasizes being driven and trainable, with the benefit of work-from-home flexibility, access to current tech stack, and a structured training program to advance based on performance.