Remote Consultant in Training - Full Training & Work From Home

AO Garcia Agency; Florence (KY); Remote; USD 52,000 - 78,000; 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 seeks a virtual consultant to assess client needs, present options, and guide them through solutions while maintaining the relationship after the first meeting. The role includes essential admin duties such as note-taking, appointment planning, and keeping the CRM up to date.

This position is remote, emphasizing reliability, trainability, and camera comfort for virtual interactions. You will join a team that values drive, coachability, and dependable performance, with clear

Qualifications

• Needs assessment and solution framing are key capabilities.
• Ability to manage client relationships after the initial meeting.
• Strong admin discipline: notes, scheduling, CRM hygiene.

Responsibilities

• Assess client needs and teach options.
• Stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Needs assessment

Relationship management

Virtual collaboration

Tools

CRM

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and guide them through solutions while maintaining the relationship after the first meeting. The role includes essential admin duties such as note-taking, appointment planning, and keeping the CRM up to date.

This position is remote, emphasizing reliability, trainability, and camera comfort for virtual interactions. You will join a team that values drive, coachability, and dependable performance, with clear