Home-Based Member Services Representative

AO Garcia Agency; Stillwater (OK); Remote; USD 40,000 - 70,000; 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 client needs, presents options, and remains engaged after the initial meeting. You will handle admin tasks like notes, appointments, and CRM hygiene while working remotely with the current tech stack.

The role includes comprehensive training and ongoing relationship management. Ideal candidates are driven, trainable, dependable, comfortable on camera, and ready to thrive in a remote, home-based environment with performance-based

Responsibilities

• Assess client needs and present options, staying in the relationship after the first meeting.
• Administrative duties include notes, appointments, and CRM hygiene.

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.