Remote Client Intake Specialist

AO Garcia Agency; Gary (IN); Remote; 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 is hiring for a virtual consultant role. This position focuses on assessing client needs, teaching options, and maintaining relationships after the first meeting. Administrative duties include notes, appointments, and CRM hygiene, with a fully remote setup for a work-from-home environment.

The role emphasizes relationship-building, clear communication, and ongoing engagement with clients, supported by current tech stack and comprehensive training for success.

Qualifications

• Experience in consultative roles.
• Ability to assess client needs and present options clearly.
• Comfortable working remotely and managing follow-ups.

Responsibilities

• Assess client needs and tailor options during the first contact.
• Teach clients about available solutions and next steps.
• Maintain ongoing relationships after the initial meeting; manage notes and schedules.
• Keep CRM notes, appointments, and data hygiene up to date.

Skills

Relationship-building

CRM management

Virtual communication

Tools

CRM software

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.