Client Retention Representative - Work From Home

AO Garcia Agency; Fayetteville (AR); Remote; USD 45,000 - 70,000; 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 is seeking a Virtual Consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role includes admin tasks like notes, appointments, and CRM hygiene, with a work-from-home setup and full training provided.

You will operate in a flexible, remote environment, collaborating with clients and leveraging the current tech stack to support decision-making and client satisfaction.

Qualifications

• Assess client needs and present suitable options.
• Maintain CRM hygiene and accurate notes.
• Manage appointments and follow-ups.

Responsibilities

• Assess client needs and present options to clients.
• Nurture client relationships after initial meeting.
• Handle admin tasks such as notes, appointments, and CRM hygiene.

Skills

Needs assessment

Relationship building

Trainable

Dependable

Comfortable on camera

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.