Remote Needs Analysis Specialist

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, educates options, and maintains the ongoing relationship after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with the added benefit of working from home and receiving full training.

The position emphasizes a driven, trainable, and dependable mindset, comfortable on camera, and a competitive spirit.

Responsibilities

• Assess needs for clients and present options
• Educate clients and guide them through the process
• Maintain CRM hygiene, schedule appointments, and take thorough notes
• Handle admin tasks related to the client relationship

Skills

Driven

Trainable

Dependable

Camera-ready

Competitive

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.