Remote Client Solutions Consultant

AO Garcia Agency; Henderson (NV); Remote; USD 35,000 - 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 assesses client needs, educates options, and remains engaged after the first meeting. The role includes admin duties like notes, appointments, and CRM hygiene to keep a clean pipeline. You will operate from home with a current tech stack and no cold calling, with opportunities for advancement after training.

The ideal candidate is driven, trainable, dependable, and comfortable on camera, thriving in a fast-paced remote environment.

Qualifications

• Experience in consultative sales or advisory roles.
• Ability to assess needs and educate options.
• Comfortable on camera and engaging with clients.
• Strong admin skills for notes, scheduling, and CRM upkeep.

Responsibilities

• Assess client needs and present suitable options.
• Maintain ongoing relationships after initial meetings.
• Maintain CRM hygiene and accurate, timely notes.
• Manage appointments and follow-ups with clients.

Skills

CRM hygiene

Relationship building

Virtual consulting

Remote work readiness

Tools

CRM system

Calendar tools

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, educates options, and remains engaged after the first meeting. The role includes admin duties like notes, appointments, and CRM hygiene to keep a clean pipeline. You will operate from home with a current tech stack and no cold calling, with opportunities for advancement after training.

The ideal candidate is driven, trainable, dependable, and comfortable on camera, thriving in a fast-paced remote environment.