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AO Garcia Agency is seeking a virtual consultant to assess needs, present options, and guide clients through decisions while staying in the relationship after the first meeting. The role includes admin tasks such as note-taking, appointment scheduling, and CRM hygiene, with work from home flexibility and ongoing training to stay current with the latest tools and processes.
You will be evaluated on relationship-building, responsiveness, and ability to articulate options clearly in remote
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.