Virtual Protection Planning Specialist

AO Garcia Agency; Laramie (WY); Remote; USD 50,000 - 90,000; 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 guide prospects through the decision process after the initial meeting.

In this remote position, you’ll maintain CRM hygiene, schedule follow-ups, and stay engaged with clients as relationships mature. You will receive full training, a current tech stack, and a structured path for advancement based on performance.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.

Job description

AO Garcia Agency is seeking a Virtual consultant to assess client needs, present options, and guide prospects through the decision process after the initial meeting.

In this remote position, you’ll maintain CRM hygiene, schedule follow-ups, and stay engaged with clients as relationships mature. You will receive full training, a current tech stack, and a structured path for advancement based on performance.