Client Benefits Coordinator - Remote

AO Garcia Agency; United States; Remote; USD 55,000 - 85,000; 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 cultivate the relationship beyond the first meeting.

The role includes essential admin work—notes, appointments, and CRM hygiene—with training provided and no cold calling. Interviews are conducted via Zoom, and you work from home with support for a current tech stack.

Qualifications

• Experience in consultative engagement and client needs assessment.
• Ability to teach options and articulate recommendations clearly.
• Comfortable using a camera and presenting virtually.

Responsibilities

• Assess client needs and present suitable options.
• Maintain relationships after the initial meeting.
• Handle admin tasks: notes, scheduling, CRM hygiene.

Skills

CRM hygiene

Admin support

Remote communication

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.

Interviews on Zoom.