At-Home Family Services Representative

AO Garcia Agency; Dayton (OH); Remote; USD 40,000 - 70,000; 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 nurture relationships after the initial meeting. The role includes administrative tasks like taking notes, booking appointments, and CRM hygiene, with full training and no cold calling.

This is a work-from-home position leveraging the current tech stack. The successful candidate will be driven, trainable, and dependable, comfortable on camera, and able to adapt in a remote environment within the United

Qualifications

• Strong communication and interpersonal skills for virtual engagement.
• Ability to work independently with a reliable internet connection.
• Comfortable on camera and able to present options clearly.
• Willingness to learn and adapt in a dynamic environment.

Responsibilities

• Assess client needs and teach options during virtual meetings.
• Nurture relationships after the first meeting to foster ongoing engagement.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Skills

Self-motivation

Communication

Dependability

Camera comfort

Learning agility

Tools

CRM software

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.