Remote Family Services Consultant — Virtual Care & CRM

AO Garcia Agency; Twin Falls (ID); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

AO Garcia Agency seeks a virtual consultant who can assess client needs, teach options, and maintain relationships after the initial meeting. The role involves administrative duties including notes, scheduling, and CRM hygiene, with interviews conducted on Zoom.

The position emphasizes a strong, trainable work ethic and the ability to operate effectively from a home-based setup, leveraging the current tech stack. Applications require comfort with camera and online collaboration.

Qualifications

• No formal requirements listed in ad; focus on communication and admin aptitude.
• Ability to assess client needs and clearly present options.

Responsibilities

• Assess needs and teach options to clients.
• Stay in contact with clients after the first meeting to maintain the relationship.
• Handle admin tasks such as notes, appointments, and CRM hygiene.

Job description

AO Garcia Agency seeks a virtual consultant who can assess client needs, teach options, and maintain relationships after the initial meeting. The role involves administrative duties including notes, scheduling, and CRM hygiene, with interviews conducted on Zoom.

The position emphasizes a strong, trainable work ethic and the ability to operate effectively from a home-based setup, leveraging the current tech stack. Applications require comfort with camera and online collaboration.