Remote Client Needs & Solutions Consultant

AO Garcia Agency; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a versatile virtual consultant who assesses client needs, teaches options, and stays engaged after the first meeting. This role emphasizes relationship-building, clarity, and advisory skills.

Administrative tasks are part of the job, including taking notes, scheduling appointments, and maintaining CRM hygiene. You will work from home with training and an up-to-date tech stack, and you won't do cold calling.

Job description

AO Garcia Agency is seeking a versatile virtual consultant who assesses client needs, teaches options, and stays engaged after the first meeting. This role emphasizes relationship-building, clarity, and advisory skills.

Administrative tasks are part of the job, including taking notes, scheduling appointments, and maintaining CRM hygiene. You will work from home with training and an up-to-date tech stack, and you won't do cold calling.