Virtual Appointment Coordinator

AO Garcia Agency; Elsmere (DE); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

Current tech stack

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting.

The role includes admin duties—notes, appointments, CRM hygiene—and offers training, a no cold-calling environment, and a path for advancement in a modern remote setup.

Qualifications

• Virtual consultant role requiring needs assessment, option teaching, and ongoing relationship after the first meeting.
• Admin tasks include taking notes, scheduling appointments and CRM hygiene.

Responsibilities

• Assess client needs, present options, and stay in the relationship after the initial meeting.
• Maintain accurate notes, schedule follow-ups, and ensure CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Tools

CRM software

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.