Remote Client Onboarding Advisor | Training & Growth

AO Garcia Agency; Miami (FL); Remote; USD 55,000 - 75,000; 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 seeking a virtual consultant to assess client needs, present options, and cultivate ongoing relationships after the initial meeting.

Administrative tasks such as note-taking, scheduling, and CRM hygiene are part of the role. Training will be provided, and a modern tech stack is used. This position offers work-from-home flexibility and the chance to advance based on performance.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Admin duties include notes, appointments, and CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and cultivate ongoing relationships after the initial meeting.

Administrative tasks such as note-taking, scheduling, and CRM hygiene are part of the role. Training will be provided, and a modern tech stack is used. This position offers work-from-home flexibility and the chance to advance based on performance.