Client Needs Advisor - Remote

AO Garcia Agency; Alamogordo (NM); Remote; USD 52,000 - 78,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant who can assess client needs, teach options, and stay engaged with the relationship after the first meeting. The role emphasizes relationship-building and ongoing support with clients from a home-based setting.

Admin tasks include notes, scheduling, and maintaining CRM hygiene, with full training provided and opportunities for advancement based on performance. Remote work is offered with a current tech stack in place.

Qualifications

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.

Responsibilities

• Admin is part of the job: notes, appointments, CRM hygiene.

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.