Remote Family Services Consultant | Virtual Advisor

Aogarciaagency; Olive Branch (MS); À distance; USD 48 000 - 72 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

Aogarciaagency is seeking a Virtual Consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role blends advisory work with admin duties including notes, appointments, and CRM hygiene.

You'll join a team that emphasizes a qualified-interest pipeline, performance-based advancement, and comprehensive training. Interviews are conducted via Zoom, and work is performed from home.

Responsabilités

• Assess client needs, present options, and maintain the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Description du poste

Aogarciaagency is seeking a Virtual Consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role blends advisory work with admin duties including notes, appointments, and CRM hygiene.

You'll join a team that emphasizes a qualified-interest pipeline, performance-based advancement, and comprehensive training. Interviews are conducted via Zoom, and work is performed from home.