Remote Client Advisor — No Cold Calling
AO Garcia Agency
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Benefits offered by this job
Job summary
AO Garcia Agency is seeking a flexible virtual consultant in Florida to assess client needs, explain options, and nurture the relationship after the initial meeting. You’ll work from home with access to the current tech stack and a supportive team.
The role includes admin duties such as taking notes, scheduling appointments, and maintaining CRM hygiene; full training is provided and there is potential for performance-based advancement.
Responsibilities
- Assess client needs and teach options
- Maintain the relationship after the first meeting
- Handle admin tasks: notes, appointments, CRM hygiene
Job description
AO Garcia Agency is seeking a flexible virtual consultant in Florida to assess client needs, explain options, and nurture the relationship after the initial meeting. You’ll work from home with access to the current tech stack and a supportive team.
The role includes admin duties such as taking notes, scheduling appointments, and maintaining CRM hygiene; full training is provided and there is potential for performance-based advancement.
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