Remote Client Service Representative (Training Provided)

AO Garcia Agency; Frankfort (KY); Remote; USD 45,000 - 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 in the United States seeks a virtual consultant who assesses client needs, explains options, and maintains relationships after the first meeting. This fully remote role emphasizes strong communication, problem-solving, and a client-centric approach, with no cold calling.

Administrative duties are part of the job, including notes, appointment scheduling, and CRM hygiene, plus onboarding with current tech stack and comprehensive training.

Qualifications

• Assess client needs and present options in a consultative way.
• Maintain CRM hygiene, notes, and appointment scheduling.

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

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.