Remote Relationship Consultant - No Cold Calling, Training

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. You will handle light admin tasks such as notes, scheduling, and CRM hygiene, with full training provided.

The role supports remote work from home and requires comfort with video calls and client interactions. No cold calling is required, and you’ll be part of a supportive, goal-driven team.

Responsibilities

• Assess client needs and present suitable options to clients.
• Maintain CRM hygiene, take notes, and manage appointments.

Skills

Driven

Trainable

Dependable

Camera-friendly

Competitive

Tools

CRM

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. You will handle light admin tasks such as notes, scheduling, and CRM hygiene, with full training provided.

The role supports remote work from home and requires comfort with video calls and client interactions. No cold calling is required, and you’ll be part of a supportive, goal-driven team.