Remote Client Enrollment Consultant (No Cold Calling)

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

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.