Client Follow-Up Representative - Remote

AO Garcia Agency; Cleveland (OH); Remote; USD 50,000 - 65,000; 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. The role includes admin tasks like note-taking and CRM hygiene while leveraging our current tech stack. The position offers remote work with training and growth opportunities.

The ideal candidate is driven, trainable, dependable, competitive, and comfortable on camera. This is a virtual, home-based role aligned with ongoing relationship management.

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.