Remote Leadership Trainee — Virtual Consultant

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

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.