Remote Client Relationship Strategist

AO Garcia Agency; Mobile (AL); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Garcia Agency seeks a self-motivated virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. Administrative duties include notes, scheduling, and CRM hygiene, with training and a tech-enabled setup.

Must be driven, trainable, and dependable, comfortable on camera, and able to thrive in a work-from-home environment with current tools and a pipeline for growth.

Qualifications

• Virtual consultant role focusing on needs assessment, options education, and post-meeting relationship management.
• Admin tasks include notes, appointments, and CRM hygiene.
• Ability to work effectively in a remote setup and follow through after initial meeting.

Responsibilities

• Assess client needs and tailor solution options.
• Educate clients on available options and next steps.
• Maintain and nurture client relationships after the first meeting.

Skills

Relationship-building

CRM hygiene

Training ability

Remote work discipline

Camera comfort

Tools

CRM software

Video conferencing

Job description

AO Garcia Agency seeks a self-motivated virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. Administrative duties include notes, scheduling, and CRM hygiene, with training and a tech-enabled setup.

Must be driven, trainable, and dependable, comfortable on camera, and able to thrive in a work-from-home environment with current tools and a pipeline for growth.