Member Services Associate - Work From Home

AO Garcia Agency; Lehi (UT); Remote; USD 45,000 - 65,000; 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 looking for a virtual consultant who can assess client needs, present options, and nurture the relationship after the first meeting. Administrative duties include notes, scheduling, and CRM hygiene to keep data clean and accessible.

The role emphasizes staying organized, maintaining client relationships, and performing with accountability from a home-based setup with full training and clear advancement paths.

Qualifications

• Experience using a CRM to manage client relationships and follow-ups.
• Strong communication and organizational skills for virtual client work.
• Ability to manage schedules, notes and CRM hygiene consistently.

Responsibilities

• Assess client needs, teach options, and maintain the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene and data accuracy.

Skills

Communication

Active listening

CRM experience

Relationship-building

Time management

Camera comfort

Tools

CRM software

Email/calendar tools

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.