Virtual Family Protection Advisor — Training & Growth

Aogarciaagency; La Crosse (WI); Remote; USD 42,000 - 64,000; 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, teach options, and nurture the relationship after the first meeting. The role combines consultative support with admin tasks such as notes, appointments, and CRM hygiene, all in a remote setting.

The position emphasizes training, a current tech stack, and opportunities for performance-based advancement, with interviews conducted via Zoom.

Qualifications

• Assess client needs and present options to guide decisions.
• Maintain relationships after the first meeting and support ongoing progress.
• Demonstrate comfort with a camera and virtual environments.

Responsibilities

• Assess client needs and present options.
• Maintain relationships after initial meeting and ensure follow-up.
• Admin tasks: notes, appointments, CRM hygiene.
• Participate in Zoom interviews.

Skills

CRM hygiene

Remote work

Relationship management

Tools

CRM software

Job description

Aogarciaagency is seeking a Virtual consultant to assess client needs, teach options, and nurture the relationship after the first meeting. The role combines consultative support with admin tasks such as notes, appointments, and CRM hygiene, all in a remote setting.

The position emphasizes training, a current tech stack, and opportunities for performance-based advancement, with interviews conducted via Zoom.