Remote Protection Planning Consultant

AO Garcia Agency; Oregon; Hybrid; USD 34,000 - 69,000; 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 maintain the relationship after the initial meeting. This remote role emphasizes clear communication and the ability to guide clients through choices in a virtual setting.

Admin duties include meticulous notes, scheduling, and CRM hygiene. The position offers full training, an established pipeline, and the freedom to work from home with a modern tech stack.

Qualifications

• Assess needs and present options in a virtual setting.
• Maintain ongoing relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable with camera

Tools

CRM software

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. This remote role emphasizes clear communication and the ability to guide clients through choices in a virtual setting.

Admin duties include meticulous notes, scheduling, and CRM hygiene. The position offers full training, an established pipeline, and the freedom to work from home with a modern tech stack.