Remote Member Services Specialist

AO Garcia Agency; Henderson (NV); Remote; USD 35,000 - 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, educates options, and remains engaged after the first meeting. The role includes admin duties like notes, appointments, and CRM hygiene to keep a clean pipeline. You will operate from home with a current tech stack and no cold calling, with opportunities for advancement after training.

The ideal candidate is driven, trainable, dependable, and comfortable on camera, thriving in a fast-paced remote environment.

Qualifications

• Experience in consultative sales or advisory roles.
• Ability to assess needs and educate options.
• Comfortable on camera and engaging with clients.
• Strong admin skills for notes, scheduling, and CRM upkeep.

Responsibilities

• Assess client needs and present suitable options.
• Maintain ongoing relationships after initial meetings.
• Maintain CRM hygiene and accurate, timely notes.
• Manage appointments and follow-ups with clients.

Skills

CRM hygiene

Relationship building

Virtual consulting

Remote work readiness

Tools

CRM system

Calendar tools

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.