Remote Client Consultation Specialist

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present suitable options, and maintain the relationship after the initial meeting. The role includes essential admin duties like notes, appointment scheduling, and keeping the CRM clean and up to date.

Ideal candidates thrive in a remote setup, are trainable, dependable, and comfortable on camera. The position offers full training and the chance to advance based on performance.

Qualifications

• Must be comfortable working remotely and managing client relationships.
• Ability to assess client needs and present options clearly.
• Proactive in maintaining CRM hygiene and follow-up scheduling.

Responsibilities

• Assess client needs and teach viable options.
• Maintain ongoing client relationship after first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Remote work

CRM management

Appointment setting

Tools

CRM system

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• - No cold calling
• - Qualified-interest pipeline
• - Performance-based advancement
• - Full training
• - Current tech stack
• - Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.