Remote Financial Protection Advisor
AO Garcia Agency
AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and maintain a relationship after the initial meeting. The role includes administrative tasks such as notes, appointment scheduling, and CRM hygiene, with Zoom interviews conducted for selection. The position offers a fully remote setup with training and ongoing support, using the current tech stack to manage the qualified-interest pipeline and progression through performance-based advancement.
#J-18808-LjbffrVacancy posted 2 days ago
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