Remote Family Needs Assessment Consultant

Aogarciaagency; Stillwater (OK); Remote; USD 55,000 - 75,000; 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

Aogarciaagency is seeking a virtual consultant to assess needs, teach options, and manage relationships after the first meeting. Administrative tasks include notes, calendar hygiene, CRM upkeep, and scheduling.

The role features full training, a current tech stack, and a structured advancement path, with interviews conducted on Zoom and a seat designed for remote collaboration. Ideal candidates are driven, trainable, dependable, and comfortable appearing on camera.

Job description

Aogarciaagency is seeking a virtual consultant to assess needs, teach options, and manage relationships after the first meeting. Administrative tasks include notes, calendar hygiene, CRM upkeep, and scheduling.

The role features full training, a current tech stack, and a structured advancement path, with interviews conducted on Zoom and a seat designed for remote collaboration. Ideal candidates are driven, trainable, dependable, and comfortable appearing on camera.