Remote Protection Planning Advisor

AO Garcia Agency; Georgetown (KY); Remote; USD 50,000 - 75,000; 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 client needs, presents options, and maintains the relationship after the first meeting. Admin duties include notes, appointments, and CRM hygiene to keep data accurate and workflows smooth.

This seat comes with training, a current tech stack, a work-from-home setup, and opportunities for performance-based advancement. Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to compete professionally.

Qualifications

• Driven.
• Trainable.
• Dependable.
• Comfortable with being on camera.

Responsibilities

• You 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

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.