Remote Member Support Advisor: Virtual Consultant CRM Pro

AO Garcia Agency; Bath (ME); Remote; USD 55,000 - 75,000; 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, present options, and stay engaged after the first meeting. This remote position emphasizes consultative selling and ongoing client relationships.

You will manage admin tasks such as notes, appointments, and CRM hygiene, while benefiting from full training, a current tech stack, and a pipeline that avoids cold calling. Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to work independently

Qualifications

• Experience in client-facing roles is preferred.
• Comfort with video calls and remote communication.
• Ability to manage CRM notes and scheduling.

Responsibilities

• Assess client needs and present viable options.
• Teach clients about solutions and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and stay engaged after the first meeting. This remote position emphasizes consultative selling and ongoing client relationships.

You will manage admin tasks such as notes, appointments, and CRM hygiene, while benefiting from full training, a current tech stack, and a pipeline that avoids cold calling. Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to work independently