Family Needs Assessment Advisor - Remote

AO Garcia Agency; Portsmouth (VA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant based in the United States. In this role you assess client needs, explain options, and nurture the relationship after the first meeting.

Administrative duties are part of the job: you will take notes, book appointments, and keep CRM records clean. The position offers work-from-home flexibility, ongoing training, and a clear pathway for performance-based advancement.

Responsibilities

• Assess client needs and educate about options.
• Nurture client relationships after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

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.