Remote Client Services Specialist

AO Garcia Agency; North Bennington (VT); Remote; USD 60,000 - 90,000; 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 is seeking a virtual consultant to assess client needs, teach options, and stay engaged with the relationship after the first meeting.

The role covers admin tasks such as notes, appointment scheduling, and CRM hygiene. You will work from home with full training and access to the current tech stack, focusing on a qualified-interest pipeline rather than cold calling.

Responsibilities

• Assess client needs and present options to clients.
• Maintain the relationship after the initial meeting.
• Handle admin tasks: notes, appointments, and 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.