Client Service Advisor – Remote

AO Garcia Agency; Montana; Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and sustain a relationship after the first meeting. The role involves admin tasks like notes, appointments, and maintaining CRM hygiene, with work-from-home flexibility.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and capable of competing in a fast-paced environment. Full training is provided.

Qualifications

• Experience conducting virtual consultations.
• Ability to teach options to clients.
• Maintain CRM hygiene and notes.
• Schedule and confirm appointments.

Responsibilities

• Assess client needs during virtual meetings.
• Present options and guidance to clients.
• Maintain ongoing client relationship after initial meeting.
• Administrative tasks: notes, appointments, CRM hygiene.

Skills

Relationship-building

CRM hygiene

Virtual consultation

Appointment scheduling

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.