Remote Family Services Coordinator

AO Garcia Agency; Lawton (OK); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, teach options, and nurture the relationship after the first meeting. The role includes administrative duties: notes, appointments, and CRM hygiene.

Work from home with full training and access to the current tech stack. You will operate with a qualified-interest pipeline and have opportunities for performance-based advancement.

Responsibilities

• Assess client needs and present options to meet them.
• Maintain relationship with clients after the first meeting.
• Handle admin tasks: take notes, schedule appointments, CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.