Remote Client Engagement Specialist

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 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 seeks a virtual consultant to assess client needs, teach options, and stay engaged with the relationship after the first meeting. Admin tasks such as notes, calendar management, and CRM hygiene are part of the role. You will receive full training and work from home using the current tech stack.

The position emphasizes reliability, trainability, and a proactive approach to client interactions in a remote setup.

Qualifications

• Experience in virtual consulting or client advisory is a plus.
• Strong administrative skills including notes, scheduling, and CRM hygiene.

Responsibilities

• Assess client needs and present options to guide decision-making.
• Maintain the relationship after the first meeting to support ongoing engagement.

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.