Client Benefits Coordinator - Remote

Aogarciaagency; Prattville (AL); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant who assesses client needs, presents options, and stays in the relationship after the first meeting. You will guide prospects, answer questions, and help move conversations toward value realization.

The role includes essential admin work—notes, scheduling, CRM hygiene—plus training on our current tech stack. Interviews occur on Zoom, and the path offers remote work from home with room to grow.

Qualifications

• Driven, trainable and dependable traits for client-facing work.
• Comfortable competing and confident on camera.
• Ability to manage notes, appointments and CRM hygiene.

Responsibilities

• Assess client needs and present options.
• Stay in relationship after the first meeting and guide next steps.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera ready

Tools

CRM software

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.

Interviews on Zoom.