Family Services Advisor - Remote

AO Garcia Agency; Lincoln (NE); À distance; USD 50 000 - 80 000; Plein temps

Avantages offerts par ce poste

Full training

Remote work

CRM hygiene support

No cold calling

Résumé du poste

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide decisions after the first meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with training provided to get up to speed.

The position offers work-from-home flexibility, a current tech stack to enable performance, and a clear path for advancement based on results. You will operate in a remote capacity with ongoing client relationship management.

Qualifications

• Candidates should be goal-oriented and able to work independently.

Responsabilités

• Assess client needs, explain options, and guide decisions during the consult.
• Maintain client relationship after the initial meeting; follow up and nurture ongoing engagement.

Connaissances

Driven

Trainable

Dependable

Competitive

Camera-friendly

Description du poste

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.