Remote Client Account Representative

AO Garcia Agency; Parkersburg (WV); À distance; USD 40 000 - 70 000; 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 who assesses client needs, presents options, and stays engaged after the first meeting. This role emphasizes relationship-building, needs discovery, and guiding prospects toward suitable solutions.

Administrative duties are part of the job: taking notes, scheduling appointments, and keeping the CRM clean. You will train with our team, enjoy a current tech stack, and work from home with strong performance-based advancement.

Qualifications

• Virtual consultant role involving needs assessment and option education.
• Maintains client relationship after first meeting and handles admin: notes, appointments, CRM hygiene.

Responsabilités

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, 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.