Remote Client Advocate & Solutions Consultant

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

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.