Virtual Client Portfolio Advisor

AO Garcia Agency; Lenexa (KS); Remote; USD 55,000 - 75,000; 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 can assess client needs, present suitable options, and nurture the relationship after the first meeting. The role prioritizes clear communication, solution-focused guidance, and client satisfaction.

The position includes administrative responsibilities such as taking notes, arranging appointments, and maintaining CRM hygiene, while you work remotely with a qualified-interest pipeline and ongoing training.

Qualifications

• Administrative skills including notes and appointment scheduling.
• Ability to manage CRM hygiene and data quality.
• Strong communication and relationship-building abilities.

Responsibilities

• Assess client needs and teach options, staying involved after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

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.