New Member Onboarding Specialist - Remote

AO Garcia Agency; Ames (IA); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and stay engaged with clients after the first meeting.

In this role, you will also perform administrative tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, all while working from home and receiving full training with our current tech stack.

Responsibilities

• Assess client needs and tailor options accordingly
• Nurture and maintain the client relationship after the first meeting
• Handle administrative tasks: take notes, schedule appointments, 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.