Part-Time Client Onboarding Representative - Remote

AO Garcia Agency; Miami (FL); À distance; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and cultivate ongoing relationships after the initial meeting.

Administrative tasks such as note-taking, scheduling, and CRM hygiene are part of the role. Training will be provided, and a modern tech stack is used. This position offers work-from-home flexibility and the chance to advance based on performance.

Responsabilités

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Admin duties include notes, appointments, and CRM hygiene.

Description du poste

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.