Remote Relationship Consultant for Member Services

AO Garcia Agency; Sacramento (CA); Remote; USD 65,000 - 90,000; 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 who assesses client needs, teaches options, and maintains the relationship after the initial meeting. The role includes admin tasks like notes, scheduling, and CRM hygiene, with a fully work-from-home setup.

This position offers a structured, training-focused environment, a qualified-interest pipeline, ongoing training, a modern tech stack, and a path for performance-based advancement. Interviews are conducted via Zoom.

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the initial meeting. The role includes admin tasks like notes, scheduling, and CRM hygiene, with a fully work-from-home setup.

This position offers a structured, training-focused environment, a qualified-interest pipeline, ongoing training, a modern tech stack, and a path for performance-based advancement. Interviews are conducted via Zoom.