Remote Client Coverage Consultant

AO Garcia Agency; Winnemucca (NV); Remote; USD 50,000 - 75,000; 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, teach options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, appointment scheduling, and CRM hygiene, with no cold calling and a built-in training program.

You will work from home in a remote setup, using our current tech stack to manage a qualified-interest pipeline and drive performance-based advancement.

Qualifications

• Experience with CRM systems and note-taking.
• Ability to manage appointments and follow up with clients.
• Comfortable in front of a camera and in virtual settings.
• Self-motivated and trainable.

Responsibilities

• Assess client needs and present options.
• Maintain relationship after first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

CRM proficiency

Communication

Remote work

Self-motivation

Tools

CRM software

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, appointment scheduling, and CRM hygiene, with no cold calling and a built-in training program.

You will work from home in a remote setup, using our current tech stack to manage a qualified-interest pipeline and drive performance-based advancement.