Remote Family Services Consultant — Virtual Advisor

AO Garcia Agency; Dayton (OH); Remote; USD 40.000 - 70.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes administrative tasks like taking notes, booking appointments, and CRM hygiene, with full training and no cold calling.

This is a work-from-home position leveraging the current tech stack. The successful candidate will be driven, trainable, and dependable, comfortable on camera, and able to adapt in a remote environment within the United

Qualifikationen

• Strong communication and interpersonal skills for virtual engagement.
• Ability to work independently with a reliable internet connection.
• Comfortable on camera and able to present options clearly.
• Willingness to learn and adapt in a dynamic environment.

Aufgaben

• Assess client needs and teach options during virtual meetings.
• Nurture relationships after the first meeting to foster ongoing engagement.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Kenntnisse

Self-motivation

Communication

Dependability

Camera comfort

Learning agility

Tools

CRM software

Jobbeschreibung

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes administrative tasks like taking notes, booking appointments, and CRM hygiene, with full training and no cold calling.

This is a work-from-home position leveraging the current tech stack. The successful candidate will be driven, trainable, and dependable, comfortable on camera, and able to adapt in a remote environment within the United