Remote Member Solutions Specialist — Virtual Consultant

AO Garcia Agency; Sumter (SC); Remote; USD 40,000 - 60,000; 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 to assess client needs, teach options, and guide prospects from first contact through the initial decision. The role centers on relationship-building, active listening, and facilitating clear, outcome-focused conversations.

Administrative duties include notes, appointment setting, and CRM hygiene. You will benefit from full training, current tech stack, a work-from-home setup, and a clear path for advancement based on performance, with no cold

Qualifications

• Experience communicating with clients remotely.
• Ability to assess needs and present options clearly.
• Comfort with cameras and virtual meetings.

Responsibilities

• Assess client needs and teach options.
• Maintain CRM hygiene and document notes.
• Schedule appointments and manage follow-ups.

Skills

Communication skills

Remote work

CRM proficiency

Tools

CRM

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and guide prospects from first contact through the initial decision. The role centers on relationship-building, active listening, and facilitating clear, outcome-focused conversations.

Administrative duties include notes, appointment setting, and CRM hygiene. You will benefit from full training, current tech stack, a work-from-home setup, and a clear path for advancement based on performance, with no cold