Remote Client Relationship Specialist

AO Garcia Agency; United States; Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

AO Garcia Agency is seeking a virtual consultant in the United States. The role focuses on assessing client needs, presenting options, and maintaining the relationship beyond the initial meeting. Administrative tasks include notes, scheduling, and keeping the CRM up to date.

This is a remote position with comprehensive training and a structured advancement path. Candidates should be comfortable on camera, driven, trainable, and dependable, with the ability to work from home and manage a steady

Responsibilities

• You 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

AO Garcia Agency is seeking a virtual consultant in the United States. The role focuses on assessing client needs, presenting options, and maintaining the relationship beyond the initial meeting. Administrative tasks include notes, scheduling, and keeping the CRM up to date.

This is a remote position with comprehensive training and a structured advancement path. Candidates should be comfortable on camera, driven, trainable, and dependable, with the ability to work from home and manage a steady