Client Relationship Specialist - Remote

AO Garcia Agency; Oregon; Hybrid; USD 40,000 - 65,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. This remote role emphasizes clear communication, needs qualification, and ongoing client alignment.

You will perform admin tasks such as notes, appointments, and CRM hygiene, with comprehensive training and potential for advancement based on performance.

Responsibilities

• Assess needs, present options, and stay in the relationship after the first meeting.
• Admin duties include notes, scheduling, 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.