Virtual Family Services Advisor | Remote, Training & Growth

Aogarciaagency; Cedar Falls (IA); Remote; USD 60,000 - 95,000; 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

Aogarciaagency is seeking a virtual consultant who can assess client needs, present options, and stay in the relationship after the first meeting. The role includes admin tasks like notes, appointments, and CRM hygiene, with work from home flexibility.

Interviews are conducted on Zoom. The seat offers full training, a qualified-interest pipeline, and performance-based advancement with support for the current tech stack.

Qualifications

• Experience in virtual consultative sales or client advisory is a plus.

Responsibilities

• Assess client needs and present options to guide decisions.
• Maintain relationships after first meeting, including notes, appointments, and CRM hygiene.

Job description

Aogarciaagency is seeking a virtual consultant who can assess client needs, present options, and stay in the relationship after the first meeting. The role includes admin tasks like notes, appointments, and CRM hygiene, with work from home flexibility.

Interviews are conducted on Zoom. The seat offers full training, a qualified-interest pipeline, and performance-based advancement with support for the current tech stack.