Remote Protection Planning Advisor

Aogarciaagency; Hartford (CT); Remote; USD 45,000 - 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

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. Admin tasks include notes, appointments, and CRM hygiene. Work from home with training and a clear advancement path.

Interviews are conducted on Zoom, with a supportive onboarding and current tech stack in place. This role emphasizes reliability, trainability, and comfort with camera-enabled client meetings.

Qualifications

• Self-motivated virtual consultant with client-facing skills.
• Ability to assess needs and present options clearly.
• Maintain CRM hygiene and accurate notes after meetings.

Responsibilities

• Assess client needs in virtual meetings.
• Teach options and guide clients through choices.
• Maintain CRM hygiene and schedule/track follow-ups.

Skills

Driven

Trainable

Dependable

Camera-friendly

Zoom interview experience

Tools

CRM

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.

Interviews on Zoom.