Client Benefits Coordinator - Remote

Aogarciaagency; Georgetown (KY); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and sustain relationships after the initial meeting.

The role involves administrative tasks, CRM hygiene, and ongoing client care, with full training provided and a current tech stack in place. This position enables work from home and is ideal for candidates who excel in virtual collaboration.

Qualifications

• Must be able to handle administrative tasks and CRM hygiene.
• Strong consultative mindset and relationship-building skills.
• Ability to learn options and present them clearly to clients.

Responsibilities

• Assess client needs and teach viable options.
• Stay in the relationship after the first meeting to support the client.
• Handle admin duties: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Competitive

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.