Client Follow-Up Representative - Remote

AO Garcia Agency; Oregon; Hybrid; USD 34,000 - 55,000; Full time

Benefits offered by this job

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant based in the United States. You will assess client needs, present options, and nurture the relationship after the initial meeting.

In this role, you will handle admin tasks, notes, calendar management, and CRM hygiene while working from home with flexible hours and training provided.

Responsibilities

• Assess client needs and educate options during virtual meetings.
• Maintain CRM hygiene and schedule appointments.

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.