Remote Member Support Advisor

AO Garcia Agency; Plainfield (NJ); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, guides options, and maintains the relationship after the initial meeting. The role emphasizes strong communication, Zoom interviews, and leveraging current tech tools to stay organized.

Admin tasks include notes, appointments, and CRM hygiene; the position offers work-from-home flexibility, a structured training program, and a clear advancement path based on performance.

Qualifications

• Virtual consultant role involving needs assessment and option education.
• Maintain relationship with clients after the first meeting.
• Strong administrative skills for notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and present suitable options in a consultative manner.
• Guide clients through the decision process and close the next steps.
• Handle admin duties: notes, scheduling, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable on camera

Self-motivated

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.

Interviews on Zoom.