Remote Family Services Consultant

AO Garcia Agency; Hartford (CT); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

No cold calling

Qualified-interests pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant to identify client needs, explain options, and sustain engagement after the initial meeting. You will work remotely and leverage the current tech stack to support decision making.

The role includes administrative tasks such as notes, scheduling, and CRM hygiene, with training provided and opportunities for advancement based on performance. This position is remote across the United States.

Qualifications

• Assess client needs and educate on available options.
• Maintain relationship after the initial meeting.
• Handle administrative tasks related to the client cycle.

Responsibilities

• Assess client needs and educate on options.
• Maintain relationship after first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency seeks a virtual consultant to identify client needs, explain options, and sustain engagement after the initial meeting. You will work remotely and leverage the current tech stack to support decision making.

The role includes administrative tasks such as notes, scheduling, and CRM hygiene, with training provided and opportunities for advancement based on performance. This position is remote across the United States.