Work From Home - Part-Time Client Services Representative

AO Garcia Agency; Durham (NC); Remote; USD 48,000 - 72,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM hygiene up to date.

You will operate from home with training provided and a clear path for performance-based advancement, leveraging the current tech stack to manage qualified leads.

Qualifications

• Virtual consultant, assess needs and teach options.
• Maintain relationship after the first meeting.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera presence

Competitive

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.