Remote Enrollment Specialist | Virtual Consultant

AO Garcia Agency; Reno (NV); Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Garcia Agency in the United States seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. You will leverage the current tech stack to keep CRM notes and schedules up to date while guiding prospects toward informed decisions.

This role emphasizes strong communication, a prep-focused mindset, and comfort on camera. The position offers full training and a remote, work-from-home setup with a path for advancement based on

Qualifications

• Experience in consultative sales or advisory roles.
• Comfortable on camera and presenting options.
• Ability to manage CRM notes, appointments and follow-ups.

Responsibilities

• Assess client needs and present tailored options.
• Nurture client relationships after the first meeting.
• Maintain CRM hygiene: notes, appointments, and data quality.

Skills

Strong communication

Relationship building

Adaptability

Tools

CRM (Salesforce)

Video conferencing tools

Job description

AO Garcia Agency in the United States seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. You will leverage the current tech stack to keep CRM notes and schedules up to date while guiding prospects toward informed decisions.

This role emphasizes strong communication, a prep-focused mindset, and comfort on camera. The position offers full training and a remote, work-from-home setup with a path for advancement based on