Client Onboarding Coordinator - Remote

AO Garcia Agency; Raleigh (NC); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

No cold calling

Full training

Remote work

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, explain options, and nurture the relationship after the first meeting.

This role includes administrative tasks like notes, appointments, and CRM hygiene, with full training and the option to work from home.

Qualifications

• Ability to build relationships virtually and guide clients through options.
• Strong CRM and note-taking discipline.

Responsibilities

• Assess client needs in virtual consultations.
• Teach options and guide decision-making.
• Nurture client relationships after the first meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

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.