Remote Virtual Consultant & Client Advisor

AO Garcia Agency; La Crosse (WI); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Advancement based on performance

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. You will handle administrative tasks such as notes, scheduling, and CRM hygiene while delivering clear guidance.

The role features full remote work with Zoom interviews and a structured training path. Expect a motivated, trainable, and dependable teammate who thrives on performance-based advancement.

Qualifications

• Driven, trainable, and dependable attitude essential.
• Comfortable in video settings and online communication.
• Strong organizational and admin skills.

Responsibilities

• Assess client needs and present options in a clear, value-driven manner.
• Maintain CRM hygiene, notes, and schedule follow-ups.

Skills

Driven

Trainable

Dependable

Comfortable with competition

Camera comfortable

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. You will handle administrative tasks such as notes, scheduling, and CRM hygiene while delivering clear guidance.

The role features full remote work with Zoom interviews and a structured training path. Expect a motivated, trainable, and dependable teammate who thrives on performance-based advancement.