Remote Client Advocacy Specialist

AO Garcia Agency; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture ongoing relationships after the initial meeting. You will handle administrative tasks such as notes, scheduling, and CRM hygiene while working from home.

The role emphasizes proactive client engagement and continuous relationship-building. Candidates should thrive in a virtual setting, be trainable, dependable, and comfortable on camera.

Responsibilities

• Assess needs for clients and tailor options accordingly.
• Teach clients about available options.
• Maintain client relationships after first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

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.