Remote Client Success Advisor | Full Training & Growth

AO Garcia Agency; Oregon; Hybrid; USD 28,000 - 52,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Garcia Agency in the United States seeks a virtual consultant who can assess client needs, teach options, and stay in the relationship after the first meeting. The role emphasizes remote work and productive engagement with prospects throughout the sales cycle.

You will handle administrative tasks such as notes, appointments, and CRM hygiene while working from home using our current tech stack. We value driven, trainable, and dependable individuals who are comfortable on camera.

Responsibilities

• Assess client needs and present options.
• Educate clients on solutions and keep relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency in the United States seeks a virtual consultant who can assess client needs, teach options, and stay in the relationship after the first meeting. The role emphasizes remote work and productive engagement with prospects throughout the sales cycle.

You will handle administrative tasks such as notes, appointments, and CRM hygiene while working from home using our current tech stack. We value driven, trainable, and dependable individuals who are comfortable on camera.