Remote Client Engagement Specialist

AO Garcia Agency; Huntington (WV); Remote; USD 50,000 - 85,000; 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 first meeting. This role includes basic admin duties and CRM hygiene, with tasks like notes and appointment scheduling handled remotely.

You will receive full training, access to a qualified-interest pipeline, and opportunities for performance-based advancement while working from home using current tech tools.

Qualifications

• Ability to assess needs and present options.
• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs, present options, and nurture the relationship after the initial meeting.

Skills

Adaptability

Communication

Remote work

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.