Remote Protection Planning Advisor

AO Garcia Agency; Laramie (WY); Remote; USD 50,000 - 90,000; 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 to assess client needs, present options, and guide prospects through the decision process after the initial meeting.

In this remote position, you’ll maintain CRM hygiene, schedule follow-ups, and stay engaged with clients as relationships mature. You will receive full training, a current tech stack, and a structured path for advancement based on performance.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.

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.