Remote Family Services Consultant

AO Garcia Agency; Columbia (SC); Remote; USD 60,000 - 90,000; 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 is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. You’ll guide decisions and gently close engagements while working remotely.

This role includes admin duties such as taking notes, scheduling appointments, CRM hygiene, and keeping the pipeline current. You’ll receive full training, access to the current tech stack, and opportunities for advancement based on performance.

Responsibilities

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. You’ll guide decisions and gently close engagements while working remotely.

This role includes admin duties such as taking notes, scheduling appointments, CRM hygiene, and keeping the pipeline current. You’ll receive full training, access to the current tech stack, and opportunities for advancement based on performance.