Remote Client Enrollment Advisor

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and stay engaged after the initial meeting. You will perform admin tasks such as notes, appointments, and keeping the CRM tidy from a home office.

Ideal candidates are driven, trainable, dependable, and camera-friendly, with comfort working remotely and using current tech stack. Training is provided and performance-based advancement is available.

Qualifications

• Ability to build relationships after an initial meeting.
• Willingness to handle admin tasks including notes and CRM hygiene.
• Open to training and following established processes.

Responsibilities

• Assess client needs and present options to clients.
• Maintain the relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera friendly

Competitive

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.