Work From Home - Family Advocate

AO Garcia Agency; Woonsocket (RI); Remote; USD 45,000 - 65,000; 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 in Woonsocket, Rhode Island seeks a virtual consultant who can assess client needs, present options, and maintain the relationship after the initial meeting. You’ll work from home and represent the firm with professionalism.

You’ll handle admin tasks like notes, scheduling, and CRM hygiene, and you’ll benefit from full training, a defined pipeline, and performance-based advancement as you grow.

Qualifications

• Driven and trainable.
• Dependable and able to compete.
• Comfortable on camera.

Responsibilities

• Assess needs, present options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.