Family Services Advisor - Remote

Aogarciaagency; Charlotte (NC); Remote; USD 52,000 - 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, present options, and nurture client relationships after the initial meeting.

The role includes administrative tasks such as notes, appointment scheduling, and maintaining CRM hygiene, with training and a path for advancement.

Qualifications

• Experience in consultative selling or client advisory.
• Strong communication and presentation skills.
• Ability to keep CRM clean and up to date.

Responsibilities

• Assess client needs and present suitable options.
• Guide customers from first meeting to ongoing relationship.
• Handle admin tasks: notes, scheduling, CRM hygiene.

Skills

Needs assessment

Active listening

Relationship building

Remote work

Tools

CRM software

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.