Remote Enrollment Advisor

AO Garcia Agency; Lexington (KY); Remote; USD 50,000 - 70,000; 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 maintain the relationship after the first meeting. This role is performed remotely with an emphasis on understanding client goals and guiding decisions.

You will handle admin duties such as notes, scheduling, and CRM hygiene, operating within a current tech stack. The position offers advancement based on performance and thorough training.

Qualifications

• Experience using CRM systems to track notes, appointments and client interactions.
• Ability to assess client needs and present options clearly.
• Strong communication and relationship-building skills.

Responsibilities

• Assess client needs and present options to guide decisions.
• Keep relationship with clients after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Relationship management

Needs assessment

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.