Family Needs Assessment Advisor - Remote

Aogarciaagency; Stillwater (OK); Remote; USD 55,000 - 75,000; 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 to assess needs, teach options, and manage relationships after the first meeting. Administrative tasks include notes, calendar hygiene, CRM upkeep, and scheduling.

The role features full training, a current tech stack, and a structured advancement path, with interviews conducted on Zoom and a seat designed for remote collaboration. Ideal candidates are driven, trainable, dependable, and comfortable appearing on camera.

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.

Interviews on Zoom.