Client Needs Specialist - Work From Home

AO Garcia Agency; Warner Robins (GA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting.

The role includes administrative duties such as notes, appointment scheduling, and CRM hygiene, with training provided and a current tech stack in place.

This position offers work-from-home flexibility, a qualified-interest pipeline, and opportunities for performance-based advancement after training.

Qualifications

• Ability to assess client needs and present options remotely.
• Maintain client relationships after the initial meeting.
• Manage administrative tasks and CRM hygiene.

Responsibilities

• Assess client needs and teach options in virtual consultations.
• Stay in relationship with clients after the first meeting.
• Handle notes, appointments, and CRM hygiene.

Skills

Needs assessment

Relationship management

Remote client engagement

Tools

CRM software

Video conferencing tools

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.