Remote Protection Planning Advisor (Virtual Consultant)

AO Garcia Agency; Columbus (GA); Remote; USD 40,000 - 60,000; 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 can assess client needs, teach options, and stay in the relationship after the initial meeting. This role includes admin tasks like notes, appointments, and CRM hygiene, with full training and a work-from-home setup.

Ideal candidates are driven, trainable, dependable, and comfortable competing, with a camera on for virtual interactions. Flexible remote work is offered.

Qualifications

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin responsibilities include notes, appointments, CRM hygiene.

Responsibilities

• Assess needs, teach options, and nurture the relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Tools

CRM

Job description

AO Garcia Agency is seeking a Virtual consultant who can assess client needs, teach options, and stay in the relationship after the initial meeting. This role includes admin tasks like notes, appointments, and CRM hygiene, with full training and a work-from-home setup.

Ideal candidates are driven, trainable, dependable, and comfortable competing, with a camera on for virtual interactions. Flexible remote work is offered.