New Member Onboarding Specialist - Remote

AO Garcia Agency

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Location: Remote (Belgrade, Montana)
Employment: Full-time
Level: Entry Level

Posted 3 days ago

About the role

AO Garcia Agency is seeking a Virtual Consultant to assess client needs, teach options, and maintain long-term relationships. The role combines client-facing consulting with administrative duties such as note-taking and CRM management.

Skills

Consulting Customer Relationship Management Appointment Scheduling Administrative Tasks Communication Relationship Management Needs Assessment Tech Savvy

Perks

Remote Work
Full training
Performance-based advancement

Full job details

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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