Virtual Needs Advisor (Remote) – Full Training & Growth

AO Garcia Agency; Alamogordo (NM); Remote; USD 52,000 - 78,000; 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, teach options, and stay engaged with the relationship after the first meeting. The role emphasizes relationship-building and ongoing support with clients from a home-based setting.

Admin tasks include notes, scheduling, and maintaining CRM hygiene, with full training provided and opportunities for advancement based on performance. Remote work is offered with a current tech stack in place.

Qualifications

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.

Responsibilities

• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant who can assess client needs, teach options, and stay engaged with the relationship after the first meeting. The role emphasizes relationship-building and ongoing support with clients from a home-based setting.

Admin tasks include notes, scheduling, and maintaining CRM hygiene, with full training provided and opportunities for advancement based on performance. Remote work is offered with a current tech stack in place.