Part-Time Family Services Advisor - Work From Home

AO Garcia Agency; Laramie (WY); Remote; USD 55,000 - 85,000; 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

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting.

Administrative tasks include meticulous notes, scheduling, and CRM hygiene, with interviews conducted on Zoom and a fully remote, work-from-home setup.

Qualifications

• Assess client needs and present viable options.
• Administrative duties include notes, scheduling, and CRM hygiene.

Responsibilities

• Assess needs, teach options, and maintain the client relationship after the first meeting.
• Handle admin tasks such as notes, appointments, and CRM hygiene.

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.