Family Needs Assessment Advisor - Remote

AO Garcia Agency; Oregon; Híbrido; USD 34.000 - 48.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Full training

Current tech stack

Work from home

Descripción de la vacante

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and stay engaged after the initial meeting. This role is conducted remotely and includes full training, notes, appointments, and diligent CRM hygiene.

You will work from home, avoid cold calling, and build a qualified-interest pipeline while delivering consistent customer care and relationship management with a focus on clear communication and accountability.

Formación

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

Responsabilidades

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

Conocimientos

Driven

Trainable

Dependable

Competitive

Camera comfortable

Herramientas

CRM

Descripción del empleo

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.