Work From Home - Client Services Representative

AO Garcia Agency; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and remain engaged after the first meeting. This role emphasizes building lasting relationships in a remote setting.

Administrative duties include notes, appointments, and CRM hygiene. The position offers full training, a qualified-interest pipeline, opportunities for advancement, and support with the current tech stack. Work from home is provided.

Responsibilities

• Assess client needs and present options.
• Stay engaged with the client after the initial meeting to nurture the relationship.
• Admin duties: take notes, schedule appointments, maintain 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.