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AO Garcia Agency

Part-Time Protection Planning Advisor - Work From Home

Posted 6 days ago
0-2 years experience
crm
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AI Summary

You will assess client needs, present options, and maintain ongoing relationships after the initial meeting. Additionally, you are responsible for administrative tasks including note-taking, appointment management, and maintaining CRM data.

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.

If that is your default setting, apply. Interviews on Zoom.

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