Remote Leadership Trainee - Benefits

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 is seeking a virtual consultant to assess client needs, explain options, and guide them from the first meeting to a decision. You will nurture relationships and ensure a smooth follow-up process.

Admin duties include taking notes, scheduling appointments, and keeping CRM hygiene. This role offers a work-from-home setup with full training and access to the current tech stack.

Qualifications

• Virtual consultant role requiring relationship-building.
• Admin tasks include notes, appointments, and CRM hygiene.
• Must be comfortable on camera.
• Work from home environment with training provided.

Responsibilities

• Assess client needs and teach options.
• Maintain client relationships after first meeting.
• Manage notes and appointment scheduling.
• Maintain CRM hygiene.

Skills

Customer communication

Relationship management

Self-motivated

Camera comfort

Tools

CRM software

Remote collaboration tools

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• - No cold calling
• - Qualified-interest pipeline
• - Performance-based advancement
• - Full training
• - Current tech stack
• - Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.