Family Needs Assessment Advisor - Remote

Aogarciaagency; South Portland (ME); Remote; USD 45,000 - 65,000; 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

Aogarciaagency is seeking a virtual consultant who assesses client needs, presents options, and stays engaged with the client after the first meeting.

Administrative tasks such as notes, scheduling, and CRM hygiene are part of the role. The position includes full training, access to the current tech stack, and a work-from-home setup.

Qualifications

• Strong interpersonal and communication skills.
• Comfortable on camera and presenting options.
• Able to work remotely and manage admin tasks.

Responsibilities

• Assess client needs, present options, and guide decisions.
• Maintain relationship after the first meeting and ensure follow-up.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Tools

CRM

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.