Remote Client Relationship Consultant

AO Garcia Agency; Clifton (NJ); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Performance-based advancement

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, teaches options, and stays in the relationship after the first meeting. This remote role emphasizes proactive client engagement and solution-oriented conversations.

Admin tasks include note-taking, scheduling, and keeping the CRM clean, with comprehensive training provided. The position supports a work-from-home arrangement and flexible, results-driven progression.

Responsibilities

• Assess client needs and tailor options accordingly.
• Nurture the client relationship after the initial meeting.
• Admin duties: take notes, schedule appointments, and maintain CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, teaches options, and stays in the relationship after the first meeting. This remote role emphasizes proactive client engagement and solution-oriented conversations.

Admin tasks include note-taking, scheduling, and keeping the CRM clean, with comprehensive training provided. The position supports a work-from-home arrangement and flexible, results-driven progression.