Virtual Member Care Specialist

AO Garcia Agency; Riverside (CA); Remote; USD 45,000 - 75,000; 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 seeks a virtual consultant who assesses needs, outlines options, and maintains the relationship after the first meeting. This remote role focuses on consultative engagement with clients and ongoing relationship management.

You will handle admin tasks, notes, appointments, and CRM hygiene, supported by full training and access to the current tech stack.

Qualifications

• Experience in virtual consulting or remote advisory.
• Ability to assess client needs and propose options.
• Comfortable working in a remote, camera-enabled environment.
• Willingness to manage follow-up relationships after initial meeting.

Responsibilities

• Assess client needs and teach suitable options.
• Nurture and maintain relationships after the first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

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.