Remote Client Services Specialist

AO Garcia Agency; United States; Remote; USD 50,000 - 70,000; 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 who will assess client needs, teach options, and stay in the relationship after the first meeting. The role includes admin tasks such as notes, appointments, and CRM hygiene, with interviews conducted on Zoom.

The position offers a qualified-interest pipeline, full training, and a current tech stack, along with opportunities for performance-based advancement. This is a remote, home-based role in the United States.

Qualifications

• Assess client needs and tailor options for virtual consultations.
• Maintain the client relationship after the first meeting and ensure follow-ups.

Responsibilities

• 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.

Interviews on Zoom.