Remote Virtual Consultation Specialist

AO Garcia Agency; Oregon; Hybrid; USD 60,000 - 100,000; 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 to assess client needs, present options, and maintain the relationship after the first meeting. This remote role thrives on self-motivation and clear communication.

Responsibilities include administrative tasks such as notes, appointment scheduling, and CRM hygiene, plus leveraging the current tech stack. Work from home flexibility is provided.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. This remote role thrives on self-motivation and clear communication.

Responsibilities include administrative tasks such as notes, appointment scheduling, and CRM hygiene, plus leveraging the current tech stack. Work from home flexibility is provided.