Work From Home - Client Services Coordinator

AO Garcia Agency; Montgomery (AL); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Full training

Remote work

No cold calling

Performance-based advancement

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role emphasizes administrative tasks such as notes, appointments, and CRM hygiene, with interviews conducted via Zoom.

Successful candidates will be driven, trainable, and dependable, comfortable with a camera, and able to thrive in a work-from-home setup with ongoing training and support.

Qualifications

• Must be able to learn and apply new processes quickly.
• Strong communication and relationship-building skills.

Responsibilities

• Assess client needs and present options during virtual consultations.
• Maintain client relationships after the first meeting and ensure CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfortable

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.

Interviews on Zoom.