Remote Client Account Specialist

AO Garcia Agency; San Antonio (TX); Remote; USD 50,000 - 75,000; 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 is seeking a virtual consultant who will assess client needs, present options, and nurture the relationship after the first meeting. The role includes administrative tasks such as notes, appointments, and maintaining CRM hygiene.

No cold calling is required, and you will operate within a qualified-interest pipeline with full training and ongoing support while leveraging the current tech stack from home.

Qualifications

• Experience in virtual consultative roles and client needs assessment.
• Strong organizational skills for notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs, teach options, and build relationships after initial meeting.
• Maintain CRM hygiene, update notes, and schedule follow-ups.
• Handle administrative tasks related to appointments and documentation.

Skills

CRM hygiene

Tools

CRM system

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.