Remote Client Success Advisor

AO Garcia Agency; United States; Remote; USD 60,000 - 85,000; 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 in the United States who can assess client needs, present suitable options, and nurture the relationship after the initial meeting. This role is performed from home with the full training and a current tech stack.

You will handle admin tasks such as notes, appointments, and CRM hygiene, and participate in Zoom interviews. No cold calling and opportunities for advancement are based on performance.

Qualifications

• Driven, trainable and dependable.
• Comfortable on camera and able to maintain relationships after the first meeting.
• Interviews on Zoom.

Responsibilities

• Assess client needs and present options.
• Stay in touch after the first meeting to nurture the relationship.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant in the United States who can assess client needs, present suitable options, and nurture the relationship after the initial meeting. This role is performed from home with the full training and a current tech stack.

You will handle admin tasks such as notes, appointments, and CRM hygiene, and participate in Zoom interviews. No cold calling and opportunities for advancement are based on performance.