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AO Garcia Agency is seeking a proactive virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. You will manage follow-ups and maintain organized records in the CRM, enabling seamless client progression.
The role supports work-from-home arrangements and a structured training program. Administrative tasks include notes, appointments, and CRM hygiene, leveraging the current tech stack.
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.
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.