Work From Home - Client Relations Specialist

AO Garcia Agency; Sandy Springs (GA); Remote; USD 45,000 - 65,000; 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 who will assess client needs, present options, and nurture relationships after the initial meeting. This is a remote, work-from-home position with a focus on building trust and guiding clients through decisions.

In addition to client work, the role includes administrative duties such as note-taking, scheduling, and keeping the CRM up to date. Structured training is provided, and there are opportunities for advancement based on performance.

Responsibilities

• 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.

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.