At-Home Family Services Representative

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes essential admin duties like notes, appointments, and CRM hygiene, with no cold calling required and full training provided.

Ideal candidates are comfortable on camera, trainable, and self-motivated, with the ability to work remotely from home and manage client pipelines effectively.

Qualifications

• Administrative tasks: notes, scheduling, CRM hygiene.
• Strong communication and relationship-building skills.

Responsibilities

• Assess client needs and present options.
• Stay engaged with clients after the first meeting.
• Maintain CRM hygiene and administrative routines.

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.