Remote Virtual Consultant: Training, CRM & Growth

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Full training

Work from home

Performance-based advancement

Job summary

AO Garcia Agency is seeking a virtual consultant in the United States (Oregon) to assess client needs, teach options, and maintain relationships after the first meeting. The role supports admin tasks like notes and appointment scheduling, and promises full training and advancement based on performance.

You will work remotely with current tech stack and no cold calling, while contributing to a qualified-interest pipeline and ongoing client engagement.

Qualifications

• Experience in client-facing virtual consulting.
• Ability to assess client needs and present options clearly.
• Comfortable working in a remote, camera-enabled environment.

Responsibilities

• Conduct virtual consultations to assess client needs and present options.
• Maintain CRM hygiene and schedule follow-up appointments.
• Build and sustain client relationships after initial meeting.

Skills

CRM proficiency

Virtual consult skills

Relationship building

Needs assessment

Tools

CRM software

Job description

AO Garcia Agency is seeking a virtual consultant in the United States (Oregon) to assess client needs, teach options, and maintain relationships after the first meeting. The role supports admin tasks like notes and appointment scheduling, and promises full training and advancement based on performance.

You will work remotely with current tech stack and no cold calling, while contributing to a qualified-interest pipeline and ongoing client engagement.