Remote Protection Planning Consultant

AO Garcia Agency; Bartlett (TN); 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

AO Garcia Agency seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. Administrative duties include notes, appointments, and CRM hygiene.

Role offers work from home, full training, and exposure to the current tech stack; drivers include a proactive mindset, trainability, dependability, and comfort with being on camera.

Qualifications

• Virtual consultant role: assess needs, present options, and maintain relationship after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Handle administrative duties: notes, appointment scheduling, and CRM hygiene.

Job description

AO Garcia Agency seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. Administrative duties include notes, appointments, and CRM hygiene.

Role offers work from home, full training, and exposure to the current tech stack; drivers include a proactive mindset, trainability, dependability, and comfort with being on camera.