Remote Client Services Consultant

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

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.