Client Needs Specialist - Work From Home

AO Garcia Agency; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a versatile virtual consultant who assesses client needs, teaches options, and stays engaged after the first meeting. This role emphasizes relationship-building, clarity, and advisory skills.

Administrative tasks are part of the job, including taking notes, scheduling appointments, and maintaining CRM hygiene. You will work from home with training and an up-to-date tech stack, and you won't do cold calling.

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.