Remote Client Advocacy Specialist

AO Garcia Agency; Colchester (VT); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant in the United States. You assess client needs, present options, and stay in the relationship after the first meeting.

Admin duties include notes, appointments, and CRM hygiene. The seat offers work from home, no cold calling, a qualified-interest pipeline, training, and access to the current tech stack.

Responsibilities

• Assess client needs and present options after discovery.
• Maintain relationships after the initial meeting.
• Manage notes, appointments, and CRM hygiene.

Skills

CRM proficiency

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.