Remote Membership Success Coordinator

AO Garcia Agency; Gallup (NM); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, educates options, and nurturing the relationship after the first meeting. You’ll handle admin tasks like notes, scheduling, and CRM hygiene while working from home.

You will join a role with no cold calling, a qualified-interest pipeline, and comprehensive training to get up to speed on the current tech stack. Drive results, stay coachable, and thrive in a remote, goal-driven environment.

Qualifications

• Ability to learn options and teach clients effectively.
• Comfortable working from home and on camera.
• Driven, trainable, dependable and competitive.

Responsibilities

• Assess client needs and present options to them.
• Stay in the relationship after the first meeting.
• Handle admin tasks: notes, scheduling, and CRM hygiene.

Skills

CRM hygiene

Notes taking

Appointment setting

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, educates options, and nurturing the relationship after the first meeting. You’ll handle admin tasks like notes, scheduling, and CRM hygiene while working from home.

You will join a role with no cold calling, a qualified-interest pipeline, and comprehensive training to get up to speed on the current tech stack. Drive results, stay coachable, and thrive in a remote, goal-driven environment.