Remote Needs Analysis Specialist

AO Garcia Agency; United States; Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant who can assess client needs, teach options, and nurture the relationship after the first meeting. You’ll handle admin tasks like notes, appointments, and CRM hygiene.

This role offers work from home, a qualified-interest pipeline, full training, and the current tech stack. You’ll have opportunities for performance-based advancement while staying in touch with clients throughout the cycle.

Responsibilities

• Assess client needs and teach options.
• Nurture client relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

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.