Remote Client Care Consultant & Relationship Builder

AO Garcia Agency; Hudson (NH); Remote; USD 50,000 - 80,000; 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 who assesses client needs, presents options, and maintains the relationship after the first meeting. This role emphasizes clear communication, consultative selling, and ongoing client engagement.

You will handle admin tasks such as notes, appointments, and CRM hygiene, with training provided. The position offers work from home, a structured training path, and a performance-based advancement track.

Qualifications

• Experience in virtual consulting or client advisory is preferred.
• Proficiency with video conferencing and remote communication.

Responsibilities

• Assess needs and present options during virtual meetings.
• Maintain client relationships after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. This role emphasizes clear communication, consultative selling, and ongoing client engagement.

You will handle admin tasks such as notes, appointments, and CRM hygiene, with training provided. The position offers work from home, a structured training path, and a performance-based advancement track.