Client Intake Representative - Work From Home

AO Garcia Agency; Hastings (NE); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant who will assess client needs, present options, and manage the relationship after the first meeting. The role includes administrative duties such as notes, appointments, and keeping the CRM up to date, with interviews conducted via Zoom.

Perfect for self-motivated, trainable professionals who are driven to perform and comfortable with cameras. This position offers full training and a remote work setup with a qualified-interest pipeline.

Qualifications

• Familiarity with CRM systems and notes management.
• Ability to schedule appointments and maintain CRM hygiene.
• Comfortable conducting meetings via Zoom.

Responsibilities

• Assess client needs and present suitable options.
• Nurture relationships after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Administrative skills

CRM management

Remote work

Video conferencing

Tools

CRM software

Zoom

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.

Interviews on Zoom.