Client Intake Representative - Work From Home

AO Garcia Agency; Oregon; Hybrid; USD 34,000 - 69,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Qualified-interest pipeline

Performance-based advancement

Current tech stack

Job summary

AO Garcia Agency is seeking a self-motivated virtual consultant who can assess client needs, present options, and stay engaged after the first meeting. This role focuses on relationship-building, clear communication, and delivering value in a remote setting.

In addition to consultative work, you will manage administrative tasks such as notes, scheduling, and CRM hygiene. No cold calling is required, and you will have access to a qualified-interest pipeline with opportunities for advancement

Qualifications

• Assess client needs and present options to guide decisions.
• Maintain client relationships after the initial meeting.
• Perform administrative tasks including documenting notes, scheduling, and CRM hygiene.

Responsibilities

• Assess client needs and present options to guide decisions.
• Maintain client relationships after the initial meeting and follow up as needed.
• Handle admin tasks: notes, appointments, CRM hygiene, and data entry.

Skills

Needs assessment

Relationship management

CRM hygiene

Remote work

Tools

CRM software

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.