Remote Client Relations Specialist | Virtual Consultant

AO Garcia Agency; Apex (NC); Remote; USD 34,000 - 48,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant in a remote role. You will assess client needs, teach options, and maintain the relationship after the first meeting. Administrative tasks such as notes, scheduling, and CRM hygiene are part of the job. Interviews are conducted on Zoom.

This position emphasizes being driven, trainable, and dependable, with comfort on camera. Training is provided and a current tech stack is in use, with work-from-home flexibility.

Qualifications

• Traits like being driven, trainable, and dependable are preferred.
• Comfort with being on camera is valued.

Responsibilities

• Assess client needs and present options.
• Maintain relationships after the first meeting.
• Handle admin tasks: taking notes, scheduling, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfort

Tools

CRM

Job description

AO Garcia Agency is seeking a virtual consultant in a remote role. You will assess client needs, teach options, and maintain the relationship after the first meeting. Administrative tasks such as notes, scheduling, and CRM hygiene are part of the job. Interviews are conducted on Zoom.

This position emphasizes being driven, trainable, and dependable, with comfort on camera. Training is provided and a current tech stack is in use, with work-from-home flexibility.