Remote Client Enrollment Advisor

AO Garcia Agency; Grand Rapids (MI); Remote; USD 45,000 - 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

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains relationships after the initial meeting.

The role includes administrative duties like notes, appointments, and CRM hygiene, with full training, a qualified-interest pipeline, and work-from-home arrangements.

Qualifications

• Candidates should be driven, trainable and dependable.
• Ability to learn fast and adapt to a virtual consulting workflow.
• Comfortable presenting via video and collaborating in a CRM-led process.

Responsibilities

• Assess client needs and present options via virtual meetings.
• Teach clients about available choices and stay engaged after the first meeting.
• Admin tasks including notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Comfortable with camera

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.