Client Follow-Up Representative - Remote

AO Garcia Agency; Gulfport (MS); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

Lever, Inc. is seeking a remote virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role emphasizes administrative duties such as notes, appointment scheduling, and CRM hygiene, with ongoing client engagement from a home-based setup.

Ideal candidates are driven, trainable, dependable, and comfortable competing while being camera-friendly. Interviews are conducted via Zoom, with opportunities for advancement after performance-based

Qualifications

• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Tools

CRM

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.

If that is your default setting, apply. Interviews on Zoom.