Remote Family Needs Advisor — Training & Growth

AO Garcia Agency; Horn Lake (MS); 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 in the United States is seeking a virtual consultant who can assess client needs, teach options, and stay in the relationship after the first meeting. This remote role emphasizes relationship-building and clear guidance.

Key aspects include handling admin tasks such as notes, appointments, and CRM hygiene, plus interviews on Zoom. No cold calling and a supportive training program accompany a performance-based advancement path.

Qualifications

• Interviews on Zoom.
• Comfortable with a camera.

Responsibilities

• Assess client needs and present options.
• Maintain client relationships after the initial meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency in the United States is seeking a virtual consultant who can assess client needs, teach options, and stay in the relationship after the first meeting. This remote role emphasizes relationship-building and clear guidance.

Key aspects include handling admin tasks such as notes, appointments, and CRM hygiene, plus interviews on Zoom. No cold calling and a supportive training program accompany a performance-based advancement path.