Virtual Enrollment Consultant — Build Relationships & Guide Options

AO Garcia Agency; Murfreesboro (TN); Remote; USD 45,000 - 60,000; 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, explains options, and maintains relationships after the initial meeting, all from a home office.

The role includes administrative duties such as taking notes, scheduling appointments, and keeping the CRM clean, with a strong emphasis on leveraging a current tech stack. Expect a structured onboarding with clear advancement based on performance.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, explains options, and maintains relationships after the initial meeting, all from a home office.

The role includes administrative duties such as taking notes, scheduling appointments, and keeping the CRM clean, with a strong emphasis on leveraging a current tech stack. Expect a structured onboarding with clear advancement based on performance.