Virtual Consultation Representative - Work From Home

AO Garcia Agency; Boulder (CO); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes administrative tasks like notes and CRM hygiene, with the flexibility of working from home.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with the ability to thrive in a remote, performance-based environment offering full training and a current tech stack.

Qualifications

• Ability to assess client needs and educate options.
• Maintain CRM hygiene and precise notes.

Responsibilities

• Assess client needs and present suitable options to clients.
• Nurture client relationships after the first meeting.
• Maintain clean and up-to-date CRM records and notes.
• Schedule and coordinate follow-up appointments.

Skills

Communication

CRM management

Relationship-building

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.