Remote Client Success Consultant | Training Provided

AO Garcia Agency; Anaheim (CA); 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 to assess client needs, present options, and maintain the relationship after the initial meeting. You will handle administrative duties including notes, appointments, and CRM hygiene while working from home.

This role emphasizes staying connected with clients, teaching available options, and ensuring a smooth ongoing advisory process. Training is provided and performance may advance you based on results.

Qualifications

• Ability to assess client needs and present options clearly.
• Strong administrative discipline for notes, appointments, and CRM hygiene.

Responsibilities

• Provide virtual consultancy to clients by assessing needs and teaching options.
• Maintain relationship with clients after the first meeting and support ongoing advisory.
• Handle admin tasks such as notes, scheduling, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

On-camera comfortable

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. You will handle administrative duties including notes, appointments, and CRM hygiene while working from home.

This role emphasizes staying connected with clients, teaching available options, and ensuring a smooth ongoing advisory process. Training is provided and performance may advance you based on results.