Remote Family Services Consultant - Virtual Care & Growth

AO Garcia Agency; Oregon; Híbrido; USD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Work from home

Full training

Descripción de la vacante

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes essential admin duties like notes, appointments, and CRM hygiene, with no cold calling required and full training provided.

Ideal candidates are comfortable on camera, trainable, and self-motivated, with the ability to work remotely from home and manage client pipelines effectively.

Formación

• Administrative tasks: notes, scheduling, CRM hygiene.
• Strong communication and relationship-building skills.

Responsabilidades

• Assess client needs and present options.
• Stay engaged with clients after the first meeting.
• Maintain CRM hygiene and administrative routines.

Descripción del empleo

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes essential admin duties like notes, appointments, and CRM hygiene, with no cold calling required and full training provided.

Ideal candidates are comfortable on camera, trainable, and self-motivated, with the ability to work remotely from home and manage client pipelines effectively.