Remote Client Advocate & Relationship Consultant

AO Garcia Agency; Dover (DE); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role includes admin duties like notes, appointments, and CRM hygiene, with training provided. A drive to perform and be camera-ready helps in a remote, home-based setup.

The position emphasizes a robust pipeline and a chance for advancement based on performance, leveraging the current tech stack while working from home.

Qualifications

• Ability to assess needs and teach options.
• Maintain relationships after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

• Conduct virtual consultations to assess client needs and present options.
• Maintain accurate notes, schedule appointments, and ensure CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Tools

CRM

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role includes admin duties like notes, appointments, and CRM hygiene, with training provided. A drive to perform and be camera-ready helps in a remote, home-based setup.

The position emphasizes a robust pipeline and a chance for advancement based on performance, leveraging the current tech stack while working from home.