At-Home Client Enrollment Specialist

AO Garcia Agency; Whitefish (MT); Remoto; USD 34.000 - 55.000; Tempo pieno

Vantaggi offerti da questo lavoro

Full training

Work from home

Current tech stack

Qualified-interest pipeline

Performance-based advancement

No cold calling

Descrizione del lavoro

AO Garcia Agency in the United States is seeking a virtual consultant who assesses client needs, educates on options, and maintains the relationship after the first meeting.

You will perform admin duties like note-taking, appointment scheduling, and CRM hygiene while working from home with a current tech stack. Zoom interviews are conducted as part of the process.

This role emphasizes a qualified-interest pipeline, ongoing training, and potential for advancement based on performance.

Competenze

• Interviews conducted on Zoom.
• No cold calling is required for this role.
• Access to a qualified-interest pipeline and full training.

Mansioni

• Assess client needs and present options during virtual meetings.
• Maintain client relationships after initial meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Conoscenze

Virtual consultation

Relationship building

Remote work

Strumenti

CRM system

Zoom

Descrizione del lavoro

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.

Interviews on Zoom.