Family Needs Assessment Advisor - Remote

AO Garcia Agency; Horn Lake (MS); Remoto; USD 45.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descrizione del lavoro

AO Garcia Agency in the United States is seeking a virtual consultant who can assess client needs, teach options, and stay in the relationship after the first meeting. This remote role emphasizes relationship-building and clear guidance.

Key aspects include handling admin tasks such as notes, appointments, and CRM hygiene, plus interviews on Zoom. No cold calling and a supportive training program accompany a performance-based advancement path.

Competenze

• Interviews on Zoom.
• Comfortable with a camera.

Mansioni

• Assess client needs and present options.
• Maintain client relationships after the initial meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Descrizione del lavoro

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.

Interviews on Zoom.