Part-Time Family Services Advisor - Work From Home

AO Garcia Agency; Hartford (CT); À distance; USD 50 000 - 80 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interests pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

AO Garcia Agency seeks a virtual consultant to identify client needs, explain options, and sustain engagement after the initial meeting. You will work remotely and leverage the current tech stack to support decision making.

The role includes administrative tasks such as notes, scheduling, and CRM hygiene, with training provided and opportunities for advancement based on performance. This position is remote across the United States.

Qualifications

• Assess client needs and educate on available options.
• Maintain relationship after the initial meeting.
• Handle administrative tasks related to the client cycle.

Responsabilités

• Assess client needs and educate on options.
• Maintain relationship after first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

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.