Remote Enrollment Advisor — Virtual Consultant

AO Garcia Agency; Cedar Rapids (IA); Remote; USD 45,000 - 65,000; 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 build trust after the first meeting. This role emphasizes remote collaboration and ongoing relationship management.

You will handle admin tasks such as notes, scheduling, and CRM hygiene, work with current tech stack, and progress through a performance-based advancement path with full training.

Responsibilities

• Assess client needs and teach options after the first meeting.
• Maintain the relationship post-initial meeting and ensure follow-up as needed.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and build trust after the first meeting. This role emphasizes remote collaboration and ongoing relationship management.

You will handle admin tasks such as notes, scheduling, and CRM hygiene, work with current tech stack, and progress through a performance-based advancement path with full training.