Remote Client Consultation Specialist

AO Garcia Agency; Reading (Berks County); Remote; USD 40,000 - 60,000; 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 seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You’ll handle administrative tasks, notes, appointments, and CRM hygiene from home.

You’ll join a team that offers a qualified-interest pipeline, no cold calling, and a clear path for advancement. Interviews occur over Zoom, with a focus on reliability and communication.

Responsibilities

• Assess client needs and present options to them.
• Maintain relationship after first meeting; follow up.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Relationship building

Needs assessment

Zoom interviews

Administrative tasks

Tools

CRM software

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You’ll handle administrative tasks, notes, appointments, and CRM hygiene from home.

You’ll join a team that offers a qualified-interest pipeline, no cold calling, and a clear path for advancement. Interviews occur over Zoom, with a focus on reliability and communication.