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AO Garcia Agency is seeking a virtual consultant who can assess client needs, present options, and maintain the relationship after the first meeting. This role emphasizes relationship-building and consultative selling, all from a remote setup.
Responsibilities include handling admin tasks such as notes, appointments, and CRM hygiene, and leveraging the current tech stack. The position offers work-from-home flexibility, solid training, an interest-based pipeline, and opportunities for advancement.
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.
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.