Remote Client Care Consultant

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

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant in Oregon to assess client needs, present options, and maintain relationships after the first meeting. The role includes essential admin tasks like notes, appointments, and CRM hygiene, with full training and a modern tech stack enabling remote work.

Qualified candidates will thrive in a role with no cold calling and a clear path for advancement based on performance, supported by a robust pipeline and ongoing training.

Qualifications

• Ability to assess client needs and propose suitable options.
• Maintain relationship after first meeting.
• Strong administrative discipline for notes and scheduling.

Responsibilities

• Assess client needs and teach options.
• Maintain CRM hygiene and schedule follow-ups.
• Nurture ongoing client relationships after initial meeting.

Skills

Consultative selling

Virtual consulting

CRM usage

Tools

CRM software

Job description

AO Garcia Agency is seeking a virtual consultant in Oregon to assess client needs, present options, and maintain relationships after the first meeting. The role includes essential admin tasks like notes, appointments, and CRM hygiene, with full training and a modern tech stack enabling remote work.

Qualified candidates will thrive in a role with no cold calling and a clear path for advancement based on performance, supported by a robust pipeline and ongoing training.