Remote Client Intake Specialist

AO Garcia Agency; Joplin (MO); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Current tech stack

Interviews on Zoom

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, explains options clearly, and remains engaged with the relationship after the first meeting. You’ll contribute to a smooth, consultative process from anywhere in the U.S.

The role covers essential admin tasks—notes, appointments, CRM hygiene—while receiving full training. Interviews are conducted on Zoom and you’ll work from home with a current tech stack.

Qualifications

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Responsibilities

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, 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.

Interviews on Zoom.