Remote Member Relations Specialist

AO Garcia Agency; Georgetown (DE); Remote; USD 60,000 - 90,000; 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 proactive virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. You will manage follow-ups and maintain organized records in the CRM, enabling seamless client progression.

The role supports work-from-home arrangements and a structured training program. Administrative tasks include notes, appointments, and CRM hygiene, leveraging the current tech stack.

Qualifications

• Assess client needs and present viable options.
• Maintain meticulous CRM notes and schedule follow-ups.

Responsibilities

• Assess client needs and present options.
• Nurture client relationships after the first meeting; stay engaged.

Job description

AO Garcia Agency is seeking a proactive virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. You will manage follow-ups and maintain organized records in the CRM, enabling seamless client progression.

The role supports work-from-home arrangements and a structured training program. Administrative tasks include notes, appointments, and CRM hygiene, leveraging the current tech stack.