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AO Garcia Agency

Home-Based Client Services Representative

Posted an hour ago
0-2 years experience
crm
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AI Summary

The role involves assessing client needs, teaching available options, and maintaining long-term client relationships. Additionally, the consultant is responsible for administrative tasks such as maintaining notes, scheduling appointments, and managing CRM data.

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.

If that is your default setting, apply. Interviews on Zoom.

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