Remote Coverage Support Consultant

AO Garcia Agency; United States; Remote; USD 55,000 - 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 relationships after the first meeting. The role includes admin duties such as notes, appointments, and CRM hygiene, with interviews conducted on Zoom and the position offered as remote work.

The ideal candidate shows drive, trainability, and dependability, and is comfortable under camera presence. Training is provided and growth is performance-based.

Qualifications

• Assess client needs and teach options during consultations.
• Maintain relationship after the initial meeting.
• Handle admin tasks including notes, appointments and CRM hygiene.

Responsibilities

• Assess client needs and present suitable options.
• Nurture client relationship after first meeting.
• Perform admin tasks: notes, scheduling, CRM hygiene.

Skills

CRM management

Virtual consulting

Remote work

Tools

Zoom

CRM software

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes admin duties such as notes, appointments, and CRM hygiene, with interviews conducted on Zoom and the position offered as remote work.

The ideal candidate shows drive, trainability, and dependability, and is comfortable under camera presence. Training is provided and growth is performance-based.