Remote Member Account Specialist

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

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.

Interviews on Zoom.