Virtual Family Services Advisor — Remote Consultant

AO Garcia Agency; Owensboro (KY); Remote; USD 34,000 - 55,000; 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 stays in the relationship after the first meeting. You will manage follow-ups and maintain CRM hygiene.

The role includes admin duties, training, and a modern tech stack, with interviews on Zoom and the ability to work from home. No cold calling is required, and you’ll progress through a qualified pipeline based on performance.

Qualifications

• Assess client needs and explain options.
• Maintain relationship after the first meeting.
• Perform admin tasks including notes, appointments, and CRM hygiene.

Responsibilities

• Assess client 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 stays in the relationship after the first meeting. You will manage follow-ups and maintain CRM hygiene.

The role includes admin duties, training, and a modern tech stack, with interviews on Zoom and the ability to work from home. No cold calling is required, and you’ll progress through a qualified pipeline based on performance.