Member Care Representative - Work From Home

AO Garcia Agency; Oregon; Hybrid; USD 60,000 - 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 to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes admin duties like notes, scheduling, and CRM hygiene, with training and ongoing support.

The position is remote, with a national scope and opportunities for advancement within a modern tech stack. Ideal candidates are driven, trainable, dependable, comfortable on camera, and capable of working independently in a home office setup.

Responsibilities

• Assess client needs and present suitable options.
• Nurture client relationships after the first meeting.
• Handle notes, appointments, and CRM hygiene for all accounts.

Skills

Administrative skills

CRM management

Remote communication

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.