Remote Client Services Trainee

AO Garcia Agency; Orlando (FL); 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 can assess client needs, present options, and nurture the relationship after the initial meeting. The role emphasizes consultative engagement, ongoing training, and using a qualified-interest pipeline with no cold calling required.

Administrative duties include taking notes, scheduling appointments, and maintaining CRM hygiene using the current tech stack. We value driven, trainable, dependable professionals who are comfortable on camera and aim

Responsibilities

• Assess client needs and present options.
• Nurture the relationship after the initial meeting.
• Take notes, schedule appointments, and maintain CRM hygiene.

Tools

CRM software

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.