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AO Garcia Agency is seeking a self-driven virtual consultant in the United States (Oregon preferred) to assess client needs, present options, and maintain relationships after the first meeting. You’ll work from home, manage notes, and keep CRM hygiene up to date.
This role emphasizes training, a qualified-interest pipeline, and performance-based advancement. No cold calling is required; you’ll benefit from full training and the agency’s current tech stack to support productive client
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.
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.