Client Engagement Representative - Work From Home

AO Garcia Agency; Gilbert (AZ); Remote; USD 40,000 - 60,000; 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 to assess client needs, present options, and nurture the relationship after the first meeting. This role is performed from home and includes ongoing client engagement.

The position also covers administrative duties such as taking notes, scheduling appointments, and CRM hygiene. You will receive full training, work with a qualified-interest pipeline, and have opportunities for advancement based on performance.

Responsibilities

• Assess client needs and present options.
• Teach options and nurture the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

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.