Client Service Advisor - Remote

AO Garcia Agency; East Honolulu (HI); Remote; USD 50,000 - 75,000; 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 based in Hawaii to assess client needs, teach options, and sustain the relationship after the initial meeting. The role includes admin tasks such as note-taking, scheduling, and CRM hygiene.

Interviews are conducted via Zoom. The seat offers a structured onboarding with full training, an established pipeline, and opportunities for advancement, all while working from home.

Qualifications

• Notes, appointments, and CRM hygiene are part of the admin duties.

Responsibilities

• Assess client needs and present options during the first meeting.
• Stay in the relationship after the first meeting to support next steps.
• Admin tasks include notes, appointments, and 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.

Interviews on Zoom.