Remote Protection Planning Consultant

Aogarciaagency; Yankton (SD); Remote; USD 42,000 - 66,000; 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. The role includes administrative tasks such as taking notes, scheduling, and CRM hygiene, all performed from home.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and prepared to interview via Zoom. Training is provided and the position includes a path for advancement.

Qualifications

• Driven and trainable traits sought for virtual interactions.
• Ability to stay organized with CRM hygiene and notes.
• Comfortable being on camera during virtual interactions.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Camera comfortable

Zoom interviews

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes administrative tasks such as taking notes, scheduling, and CRM hygiene, all performed from home.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and prepared to interview via Zoom. Training is provided and the position includes a path for advancement.