Remote Client Intake Specialist

AO Garcia Agency; Federal Way (WA); Remote; USD 52,000 - 76,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative tasks such as note-taking, scheduling appointments, and CRM hygiene, with the flexibility to work from home and no cold calling involved.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and capable of working in a results-driven environment.

Responsibilities

• Assess needs and teach options to clients.
• Stay in relationship after the first meeting.
• Admin duties: take notes, schedule appointments, maintain CRM hygiene.

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.