Remote Enrollment Consultant

AO Garcia Agency; Missoula (MT); Remote; USD 50,000 - 80,000; 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 who assesses client needs, presents options, and maintains the relationship after the first meeting. The role emphasizes delivering strategic guidance remotely and building trust with clients.

Administrative duties include notes, scheduling, and CRM hygiene. Interviews on Zoom are used for candidate screening and client meetings, aligning with a fully remote work setup.

Responsibilities

• Assess client needs and present options to address them.
• Build and maintain relationships after the initial meeting.
• Handle admin tasks including notes, appointments, and CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. The role emphasizes delivering strategic guidance remotely and building trust with clients.

Administrative duties include notes, scheduling, and CRM hygiene. Interviews on Zoom are used for candidate screening and client meetings, aligning with a fully remote work setup.