Remote Client Engagement Specialist

AO Garcia Agency; Bozeman (MT); Remote; USD 55,000 - 70,000; 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 options, and nurture the relationship after the initial meeting.

This remote role includes admin tasks like notes, scheduling, and CRM hygiene, with access to the current tech stack. Interviews are conducted via Zoom and ongoing training is provided to ensure success.

Qualifications

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks include notes, appointments, CRM hygiene.
• Interviews on Zoom.

Responsibilities

• Assess needs, teach options, and maintain the relationship after the first meeting.
• Perform admin duties: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfort

Competitive

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.