Remote Family Services Consultant - Impactful Virtual Guidance

AO Garcia Agency; Peoria (AZ); 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 seeks a virtual consultant who can assess client needs, present options, and stay engaged after the first meeting to nurture lasting relationships.

Administrative duties are part of the role: accurate notes, appointments, CRM hygiene, and diligent follow-up.

You’ll work from home with no cold calling, participate in full training, and have opportunities for performance-based advancement while using the current tech stack for seamless remote collaboration.

Responsibilities

• Assess client needs and present options to guide decisions.
• Maintain CRM hygiene and schedule follow-ups.
• Nurture relationships after initial meeting.

Job description

AO Garcia Agency seeks a virtual consultant who can assess client needs, present options, and stay engaged after the first meeting to nurture lasting relationships.

Administrative duties are part of the role: accurate notes, appointments, CRM hygiene, and diligent follow-up.

You’ll work from home with no cold calling, participate in full training, and have opportunities for performance-based advancement while using the current tech stack for seamless remote collaboration.