Home-Based Member Services Representative

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 85,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Tech-enabled environment

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses needs, teaches options, and maintains the relationship after the first meeting. This remote position emphasizes clear communication and proactive client engagement.

In addition to front-line consulting, you will handle admin tasks, notes, appointments, and ensure CRM hygiene. This role offers full training and potential for advancement based on performance.

Qualifications

• Experience in client-facing roles with remote setup.
• Ability to build trust during virtual meetings.
• Proactive in CRM hygiene and admin tasks.

Responsibilities

• Assess client needs and present options.
• Nurture relationships after initial meeting.
• Maintain CRM hygiene and scheduling notes.

Skills

Relationship management

CRM proficiency

Communication skills

Tools

CRM software

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.