Client Services Team Leader - Work From Home

AO Garcia Agency; Meriden (CT); Remote; USD 55,000 - 90,000; 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 who assesses needs, presents options, and maintains the relationship after the first meeting. The role emphasizes relationship-building and remote collaboration.

You will handle admin tasks such as notes, appointments, and CRM hygiene while working from home and engaging with a qualified-interest pipeline. No cold calling is required, and there is full training plus opportunities for advancement based on performance.

Qualifications

• Traits required: driven, trainable, dependable, comfortable competing, camera-ready.

Responsibilities

• Assess client needs and present options.
• Maintain relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-ready

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.