Client Retention Representative - Work From Home

AO Garcia Agency; Bixby (OK); Remote; USD 35,000 - 55,000; 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 seeks a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. This role emphasizes clear communication and independent work from home.

Administrative tasks include notes, appointments, CRM hygiene, and data entry. Training is provided with opportunities for advancement based on performance.

Qualifications

• Must be driven, trainable and dependable.
• Comfortable with competition and transparent in performance.
• Comfortable being on camera and presenting to clients.

Responsibilities

• You assess client needs, teach options, and stay in the relationship after the first meeting.
• Administrative tasks include 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.