Remote Member Experience Advisor

AO Garcia Agency; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, explain options, and nurture the relationship after the first meeting. The role emphasizes clear communication, client education, and ongoing engagement.

Admin duties include notes, appointment scheduling, and CRM hygiene. The position offers full training and access to the current tech stack, with work from home as the normal setup.

Qualifications

• Experience in virtual or remote consulting.
• Ability to assess client needs and explain options clearly.
• Comfort with presenting on camera and managing client relationships.

Responsibilities

• Assess client needs and tailor recommendations.
• Teach options and guide clients through decision-making.
• Maintain client relationship after the first meeting and ensure satisfaction.
• Handle admin tasks: take notes, schedule appointments, and maintain CRM hygiene.

Skills

Needs assessment

Relationship management

Camera comfort

Tools

CRM software

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, explain options, and nurture the relationship after the first meeting. The role emphasizes clear communication, client education, and ongoing engagement.

Admin duties include notes, appointment scheduling, and CRM hygiene. The position offers full training and access to the current tech stack, with work from home as the normal setup.