Remote Family Services Consultant

AO Garcia Agency; Lincoln (NE); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Full training

Remote work

CRM hygiene support

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide decisions after the first meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with training provided to get up to speed.

The position offers work-from-home flexibility, a current tech stack to enable performance, and a clear path for advancement based on results. You will operate in a remote capacity with ongoing client relationship management.

Qualifications

• Candidates should be goal-oriented and able to work independently.

Responsibilities

• Assess client needs, explain options, and guide decisions during the consult.
• Maintain client relationship after the initial meeting; follow up and nurture ongoing engagement.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide decisions after the first meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with training provided to get up to speed.

The position offers work-from-home flexibility, a current tech stack to enable performance, and a clear path for advancement based on results. You will operate in a remote capacity with ongoing client relationship management.