Client Intake Representative - Work From Home

AO Garcia Agency; Salina (KS); Teletrabalho; USD 40 000 - 60 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Resumo da oferta

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with work-from-home flexibility.

The candidate should be driven, trainable, dependable, comfortable on camera, and able to compete in a fast-paced environment. Training is provided and a qualified-interest pipeline is available.

Qualificações

• Experience in virtual consulting or client relationship roles.
• Willingness to train and be coached.
• Able to work from home with reliable internet.
• Strong communication and camera presence.

Responsabilidades

• Assess client needs and present suitable options.
• Teach clients about available solutions and services.
• Maintain ongoing relationship after the first meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Conhecimentos

CRM hygiene

Relationship-building

Self-motivation

Video presence

Communication

Ferramentas

CRM software

Descrição da oferta de emprego

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.