Remote Client Care Consultant — No Cold Calling, Full Training

AO Garcia Agency; Dayton (OH); Remote; USD 40,000 - 70,000; 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 to assess client needs, present options, and guide relationships after the initial meeting. The role includes administrative tasks like note-taking, appointment scheduling, and CRM upkeep, with ongoing responsibility to stay connected with clients.

Interviews are conducted via Zoom, and the position emphasizes a self-motivated, trainable, and dependable demeanor.

Responsibilities

• You assess needs, educate options, and guide the client through next steps after the first meeting.
• Admin duties are part of the role: take notes, schedule appointments, and maintain CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide relationships after the initial meeting. The role includes administrative tasks like note-taking, appointment scheduling, and CRM upkeep, with ongoing responsibility to stay connected with clients.

Interviews are conducted via Zoom, and the position emphasizes a self-motivated, trainable, and dependable demeanor.