Member Services Associate - Work From Home

AO Garcia Agency; Livonia (MI); Remote; USD 42,000 - 72,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. This remote role emphasizes proactive client engagement and organized follow-ups.

Admin tasks include notes, appointments, and CRM hygiene. Training is provided, and there is a performance-based advancement path. Zoom interviews are used in the hiring process, and the role leverages the current tech stack for remote work.

Qualifications

• Strong communication and relationship-building skills.
• Able to learn and adapt quickly.
• Comfortable working remotely with accountability.
• Familiarity with CRM hygiene and note-taking.

Responsibilities

• Assess client needs and present options.
• Maintain relationships after initial meeting.
• Perform admin tasks: notes, appointments, CRM hygiene.
• Participate in Zoom interviews.

Skills

Driven

Trainable

Dependable

Comfortable on camera

CRM hygiene

Tools

CRM software

Zoom

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.

Interviews on Zoom.