Client Concierge Representative - Work From Home

AO Garcia Agency; Pittsburgh (Allegheny County); 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 nurture relationships after the initial meeting. This role emphasizes remote work and strong CRM hygiene.

You will handle admin tasks, scheduling, notes, and maintain a qualified-interest pipeline, with full training and ongoing development.

Qualifications

• Experience in virtual consulting or remote advisory.
• Ability to assess client needs and present options.
• Maintain relationships after initial meeting.

Skills

Needs assessment

Relationship management

Communication

Camera presence

Remote work readiness

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.