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

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.

Interviews on Zoom.