Remote Client Enrollment Advisor

AO Garcia Agency; Raleigh (NC); Remote; USD 52,000 - 76,000; 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 guide them through decisions during the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with training provided and no cold calling involved.

This position is work-from-home with Zoom interviews and a focus on building long-term client relationships. Candidates should be driven, trainable, and comfortable on camera, able to thrive in a

Qualifications

• Experience in virtual consulting or client advisory.
• Ability to manage CRM hygiene and admin tasks.

Responsibilities

• Assess client needs and present viable options.
• Maintain post-meeting relationship and follow-up with clients.

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.