Remote Family Needs Assessment Consultant

AO Garcia Agency; Oregon; Hybrid; USD 34,000 - 48,000; Full time

Benefits offered by this job

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and stay engaged after the initial meeting. This role is conducted remotely and includes full training, notes, appointments, and diligent CRM hygiene.

You will work from home, avoid cold calling, and build a qualified-interest pipeline while delivering consistent customer care and relationship management with a focus on clear communication and accountability.

Qualifications

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

Responsibilities

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

Skills

Driven

Trainable

Dependable

Competitive

Camera comfortable

Tools

CRM

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and stay engaged after the initial meeting. This role is conducted remotely and includes full training, notes, appointments, and diligent CRM hygiene.

You will work from home, avoid cold calling, and build a qualified-interest pipeline while delivering consistent customer care and relationship management with a focus on clear communication and accountability.