Remote Client Concierge Consultant

AO Garcia Agency; San Francisco (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

AO Garcia Agency is hiring for a virtual consultant role that focuses on assessing client needs, teaching options, and maintaining the relationship after the initial meeting. The position includes administrative duties such as notes, appointments, and CRM hygiene, with work from home as the primary setup.

Ideal candidates are driven, trainable, dependable, and comfortable competing on camera. This role offers training and integration into the current tech stack with opportunities for growth

Qualifications

• Traits include being driven, trainable, dependable and comfortable competing.
• Able to adapt to a virtual consulting role with solid follow-up after meetings.
• Comfortable being on camera and maintaining CRM hygiene.

Responsibilities

• Assess client needs, present options, and guide decisions.
• Maintain relationship after the first meeting to foster trust.
• Handle admin tasks: notes, scheduling, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

AO Garcia Agency is hiring for a virtual consultant role that focuses on assessing client needs, teaching options, and maintaining the relationship after the initial meeting. The position includes administrative duties such as notes, appointments, and CRM hygiene, with work from home as the primary setup.

Ideal candidates are driven, trainable, dependable, and comfortable competing on camera. This role offers training and integration into the current tech stack with opportunities for growth