Remote Client Solutions Advisor

AO Garcia Agency; Fort Lauderdale (FL); 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 seeks a remote Virtual Consultant to assess client needs, present options, and nurture relationships beyond the first meeting. You will document interactions, maintain CRM hygiene, and manage follow-ups with professionalism.

This role emphasizes no cold calling, a qualified-interest pipeline, and full training. You’ll work from home using the current tech stack, with Zoom interviews and performance-based advancement opportunities.

Qualifications

• Experience in client relationship management and discovery calls.
• Ability to document interactions and maintain CRM hygiene.
• Comfortable presenting options and guiding conversations remotely.

Responsibilities

• Assess needs and teach options to clients.
• Stay in the relationship after the first meeting and foster ongoing engagement.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Relationship building

CRM hygiene

Remote collaboration

Zoom interviews

Tools

CRM systems

Zoom

Job description

AO Garcia Agency seeks a remote Virtual Consultant to assess client needs, present options, and nurture relationships beyond the first meeting. You will document interactions, maintain CRM hygiene, and manage follow-ups with professionalism.

This role emphasizes no cold calling, a qualified-interest pipeline, and full training. You’ll work from home using the current tech stack, with Zoom interviews and performance-based advancement opportunities.