Virtual Family Protection Advisor

Aogarciaagency; East Orange (NJ); 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 guide decisions during the initial contact. The role includes handling follow-up relationships after the first meeting and performing admin tasks such as notes, appointments, and CRM hygiene.

This position offers work-from-home flexibility, ongoing training, and a pipeline of qualified interests. The ideal candidate is driven, trainable, dependable, and comfortable with cameras during virtual interactions.

Qualifications

• Virtual consultant experience preferred
• Strong communication and listening skills
• CRM hygiene and note-taking competency

Responsibilities

• Assess client needs and present options to address them
• Educate clients on suitable solutions and guide decision-making
• Maintain relationship after the first meeting and manage follow-ups

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and guide decisions during the initial contact. The role includes handling follow-up relationships after the first meeting and performing admin tasks such as notes, appointments, and CRM hygiene.

This position offers work-from-home flexibility, ongoing training, and a pipeline of qualified interests. The ideal candidate is driven, trainable, dependable, and comfortable with cameras during virtual interactions.