Remote Client Solutions Consultant

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present suitable options, and maintain the relationship after the initial meeting. The role includes essential admin duties like notes, appointment scheduling, and keeping the CRM clean and up to date.

Ideal candidates thrive in a remote setup, are trainable, dependable, and comfortable on camera. The position offers full training and the chance to advance based on performance.

Qualifications

• Must be comfortable working remotely and managing client relationships.
• Ability to assess client needs and present options clearly.
• Proactive in maintaining CRM hygiene and follow-up scheduling.

Responsibilities

• Assess client needs and teach viable options.
• Maintain ongoing client relationship after first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Remote work

CRM management

Appointment setting

Tools

CRM system

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present suitable options, and maintain the relationship after the initial meeting. The role includes essential admin duties like notes, appointment scheduling, and keeping the CRM clean and up to date.

Ideal candidates thrive in a remote setup, are trainable, dependable, and comfortable on camera. The position offers full training and the chance to advance based on performance.