Remote Membership Success Specialist

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Garcia Agency in the United States is seeking a virtual consultant who can assess client needs, present options, and guide decisions after the initial meeting. The role is performed remotely, with no requirement for cold calls and includes full training.

You will manage administrative tasks like notes, scheduling, and keeping the CRM up to date while maintaining the client relationship to support ongoing success.

Responsibilities

• Assess client needs and present options to match goals.
• Stay in the relationship after the first meeting to ensure satisfaction.
• Handle admin tasks such as notes, appointments, and CRM hygiene.

Job description

AO Garcia Agency in the United States is seeking a virtual consultant who can assess client needs, present options, and guide decisions after the initial meeting. The role is performed remotely, with no requirement for cold calls and includes full training.

You will manage administrative tasks like notes, scheduling, and keeping the CRM up to date while maintaining the client relationship to support ongoing success.