Remote Member Account Consultant

AO Garcia Agency; Williston (ND); Remote; USD 50,000 - 70,000; 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 who assesses client needs, explains options, and maintains the relationship after the initial meeting. This entry-level to mid-career role emphasizes consultative engagement delivered from a remote setting.

Administrative tasks are part of the job, including note-taking, scheduling, and CRM hygiene. The team provides training, a current tech stack, and a pipeline of qualified opportunities; interviews are conducted on Zoom.

Qualifications

• Administrative precision and CRM hygiene.
• Ability to learn and use new tools quickly.

Responsibilities

• You assess client needs and teach options, staying in the relationship after the first meeting.
• Admin duties include notes, appointments, and CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the initial meeting. This entry-level to mid-career role emphasizes consultative engagement delivered from a remote setting.

Administrative tasks are part of the job, including note-taking, scheduling, and CRM hygiene. The team provides training, a current tech stack, and a pipeline of qualified opportunities; interviews are conducted on Zoom.