Remote Client Solutions Consultant

AO Garcia Agency; Fort Worth (TX); 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 to assess client needs, teach options, and maintain the relationship after the first meeting. The role emphasizes guidance and ongoing engagement delivered remotely.

Admin tasks include notes, appointments, CRM hygiene, and keeping data clean. The position offers full training, access to the current tech stack, and a qualified-interest pipeline. Interviews are conducted via Zoom.

Responsibilities

• Assess needs and present options to clients.
• Nurture client relationships after the initial meeting.
• Admin duties: notes, appointment scheduling, and CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the first meeting. The role emphasizes guidance and ongoing engagement delivered remotely.

Admin tasks include notes, appointments, CRM hygiene, and keeping data clean. The position offers full training, access to the current tech stack, and a qualified-interest pipeline. Interviews are conducted via Zoom.