Remote Enrollment Advisor - Virtual Consultations
AO Garcia Agency
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Job summary
AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and stay in the relationship after the first meeting to nurture trust and identify upsell opportunities. You’ll handle admin tasks like taking notes, scheduling appointments, and keeping CRM hygiene so data stays accurate and actionable.
What comes with the seat includes no cold calling, a qualified-interest pipeline, performance-based advancement, full training, an up-to-date tech stack, and the
Job description
AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and stay in the relationship after the first meeting to nurture trust and identify upsell opportunities. You’ll handle admin tasks like taking notes, scheduling appointments, and keeping CRM hygiene so data stays accurate and actionable.
What comes with the seat includes no cold calling, a qualified-interest pipeline, performance-based advancement, full training, an up-to-date tech stack, and the
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