Remote Client Services Trainee

AO Garcia Agency; Memphis (TN); Remote; USD 40,000 - 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 seeks a virtual consultant who assesses client needs, explains options, and maintains relationships after the first meeting. The role includes admin duties like notes, appointments, and CRM hygiene, all performed from home with current tech tools.

Training is provided, with advancement based on performance, and the position emphasizes reliability, camera comfort, and a proactive, competitive mindset.

Qualifications

• Strong communication and relationship-building skills.
• Willingness to learn and adapt to new processes.
• Ability to manage CRM hygiene and administrative tasks.
• Comfortable presenting options and teaching clients.
• Reliable internet connection and home-office setup.

Responsibilities

• Assess client needs and teach options.
• Maintain ongoing client relationships after initial meeting.
• Perform admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable with a camera

Competitive mindset

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.