Remote Client Account Representative

AO Garcia Agency; Iowa City (IA); Remote; USD 52,000 - 84,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, tailor options, and nurture the relationship after the initial meeting.

In this remote role, you manage admin tasks, keep notes, maintain CRM hygiene, and work with a current tech stack while avoiding cold calling.

Responsibilities

• Assess client needs and teach options during virtual meetings.
• Maintain notes, appointments, and CRM hygiene as admin tasks.

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.