Remote Member Services Advisor

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 85,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Tech-enabled environment

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses needs, teaches options, and maintains the relationship after the first meeting. This remote position emphasizes clear communication and proactive client engagement.

In addition to front-line consulting, you will handle admin tasks, notes, appointments, and ensure CRM hygiene. This role offers full training and potential for advancement based on performance.

Qualifications

• Experience in client-facing roles with remote setup.
• Ability to build trust during virtual meetings.
• Proactive in CRM hygiene and admin tasks.

Responsibilities

• Assess client needs and present options.
• Nurture relationships after initial meeting.
• Maintain CRM hygiene and scheduling notes.

Skills

Relationship management

CRM proficiency

Communication skills

Tools

CRM software

Job description

AO Garcia Agency is seeking a virtual consultant who assesses needs, teaches options, and maintains the relationship after the first meeting. This remote position emphasizes clear communication and proactive client engagement.

In addition to front-line consulting, you will handle admin tasks, notes, appointments, and ensure CRM hygiene. This role offers full training and potential for advancement based on performance.