Member Experience Specialist - Remote

AO Garcia Agency; Vaughan; Remote; CAD 42,000 - 68,000; 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 seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting.

Administrative duties include note-taking, scheduling, and keeping CRM up to date, with full training and remote work.

Qualifications

• Driven, trainable and dependable mindset with a client-focused approach.
• Comfortable presenting options and engaging clients virtually.
• Proactive in maintaining CRM hygiene and accurate notes.

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.

Skills

Needs assessment

Relationship management

CRM hygiene

Virtual consults

Tools

CRM software

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.