Remote Virtual Client Intake & Relationship Specialist

AO Garcia Agency; United States; Remote; USD 50,000 - 80,000; 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 seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role blends advisory work with admin tasks such as notes, appointments, and CRM hygiene. No cold calling is required.

You'll join a team that provides full training, a qualified-interest pipeline, and a path for performance-based advancement. Work from home with the current tech stack and Zoom interviews as part of the process.

Qualifications

• Interviews on Zoom.

Responsibilities

• Assess client needs and present options.
• Nurture the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role blends advisory work with admin tasks such as notes, appointments, and CRM hygiene. No cold calling is required.

You'll join a team that provides full training, a qualified-interest pipeline, and a path for performance-based advancement. Work from home with the current tech stack and Zoom interviews as part of the process.