Remote Protection Planning Consultant with Full Training

Aogarciaagency; Hartford (CT); 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

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. Admin tasks include notes, appointments, and CRM hygiene. Work from home with training and a clear advancement path.

Interviews are conducted on Zoom, with a supportive onboarding and current tech stack in place. This role emphasizes reliability, trainability, and comfort with camera-enabled client meetings.

Qualifications

• Self-motivated virtual consultant with client-facing skills.
• Ability to assess needs and present options clearly.
• Maintain CRM hygiene and accurate notes after meetings.

Responsibilities

• Assess client needs in virtual meetings.
• Teach options and guide clients through choices.
• Maintain CRM hygiene and schedule/track follow-ups.

Skills

Driven

Trainable

Dependable

Camera-friendly

Zoom interview experience

Tools

CRM

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. Admin tasks include notes, appointments, and CRM hygiene. Work from home with training and a clear advancement path.

Interviews are conducted on Zoom, with a supportive onboarding and current tech stack in place. This role emphasizes reliability, trainability, and comfort with camera-enabled client meetings.