Remote Enrollment Advisor | Virtual Consultant

AO Garcia Agency; Sherwood (OR); 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 seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with a strong emphasis on staying connected with clients via Zoom.

This remote position offers full training, a clear pipeline, and ongoing advancement based on performance. No cold calling is required, and the team utilizes up-to-date technology to support clients from home.

Qualifications

• Customer-facing traits that help succeed in a virtual role.
• Willingness to learn and adapt in a remote setting.

Responsibilities

• Assess client needs and present suitable options.
• Maintain relationship after the first meeting; manage admin tasks (notes, appointments, CRM hygiene).

Skills

Driven

Trainable

Dependable

Camera friendly

Competitive

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with a strong emphasis on staying connected with clients via Zoom.

This remote position offers full training, a clear pipeline, and ongoing advancement based on performance. No cold calling is required, and the team utilizes up-to-date technology to support clients from home.