Part-Time Family Services Advisor - Work From Home

AO Garcia Agency; Oregon; Hybrid; USD 28,000 - 41,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

AO Garcia Agency is seeking a flexible virtual consultant to assess client needs, present tailored options, and nurture relationships after the initial meeting. Admin responsibilities include maintaining notes, scheduling, and CRM hygiene while working remotely from home in the United States.

Training is provided and opportunities for advancement exist based on performance. The role emphasizes a proactive, coachable mindset with comfort in front of a camera and ability to manage a

Responsibilities

• Assess client needs and present options.
• Maintain client relationship after the first meeting; admin tasks include notes, appointments, and CRM hygiene.

Skills

Communication

Relationship building

Remote work

Needs assessment

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.