Remote Enrollment Consultant | Virtual Advisor

AO Garcia Agency; Lee's Summit (MO); Remote; USD 50.000 - 70.000; Vollzeit

Zusammenfassung

AO Garcia Agency is seeking a remote virtual consultant to assess client needs, educate on options, and maintain relationships after the first meeting. You will handle admin tasks such as notes, scheduling, and CRM hygiene while working from home in a supportive training environment.

Ideal candidates are driven, trainable, dependable, comfortable appearing on camera, and able to manage a qualified-interest pipeline without cold calling.

Qualifikationen

• Must be driven, trainable, and dependable.
• Experience with CRM tools is a plus.
• Comfortable to present via video and speak clearly.

Aufgaben

• Assess client needs and present suitable options.
• Nurture the client relationship after the first meeting.
• Perform admin tasks such as notes, scheduling, and CRM hygiene.

Kenntnisse

Self-motivation

Remote work readiness

CRM familiarity

Relationship building

Strong communication

Jobbeschreibung

AO Garcia Agency is seeking a remote virtual consultant to assess client needs, educate on options, and maintain relationships after the first meeting. You will handle admin tasks such as notes, scheduling, and CRM hygiene while working from home in a supportive training environment.

Ideal candidates are driven, trainable, dependable, comfortable appearing on camera, and able to manage a qualified-interest pipeline without cold calling.