AO Garcia Agency
Client Intake Representative - Work From Home
Skills
11 days ago
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Important information
Location:
Waukesha, WI, USA
Work mode:
Remote
Published on:
13 October 2026
What they need
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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