Remote Client Consultant & Relationship Specialist

AO Garcia Agency; San Francisco (CA); Remote; USD 60,000 - 100,000; 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 suitable options, and nurture relationships after the initial meeting. The role includes essential admin duties like documenting notes, scheduling appointments, and maintaining CRM hygiene.

Interviews are conducted via Zoom, with a strong emphasis on being driven, trainable, and dependable while working from home. The position offers a path for advancement based on performance, a current tech stack, and

Responsibilities

• Assess client needs and teach options, maintaining relationships after the first meeting.
• Perform admin tasks: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and nurture relationships after the initial meeting. The role includes essential admin duties like documenting notes, scheduling appointments, and maintaining CRM hygiene.

Interviews are conducted via Zoom, with a strong emphasis on being driven, trainable, and dependable while working from home. The position offers a path for advancement based on performance, a current tech stack, and