Client Service Advisor - Remote

AO Garcia Agency; West Valley City (UT); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Advancement based on performance

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant who can assess client needs, teach options, and maintain the relationship after the first meeting. This role relies on clear communication and diligent CRM hygiene, while handling essential admin tasks.

You will receive full training, work with the current tech stack, and have opportunities for advancement based on performance. Interviews are conducted on Zoom and the position supports remote work.

Qualifications

• Ability to assess client needs and tailor options.
• Strong communication with clients and team.
• Maintain CRM hygiene and accurate notes.

Responsibilities

• Assess needs, teach options, and nurture relationship after first meeting.
• Handle admin tasks like notes, appointments, and CRM hygiene.
• Attend Zoom interviews and participate in ongoing outreach.

Skills

Needs assessment

Customer communication

CRM hygiene

Zoom interview

Video conferencing

Tools

CRM system

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.

Interviews on Zoom.