Client Service Advisor - Remote

AO Garcia Agency; Mobile (AL); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Garcia Agency seeks a self-motivated virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. Administrative duties include notes, scheduling, and CRM hygiene, with training and a tech-enabled setup.

Must be driven, trainable, and dependable, comfortable on camera, and able to thrive in a work-from-home environment with current tools and a pipeline for growth.

Qualifications

• Virtual consultant role focusing on needs assessment, options education, and post-meeting relationship management.
• Admin tasks include notes, appointments, and CRM hygiene.
• Ability to work effectively in a remote setup and follow through after initial meeting.

Responsibilities

• Assess client needs and tailor solution options.
• Educate clients on available options and next steps.
• Maintain and nurture client relationships after the first meeting.

Skills

Relationship-building

CRM hygiene

Training ability

Remote work discipline

Camera comfort

Tools

CRM software

Video conferencing

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.