Client Intake Representative - Work From Home

Aogarciaagency; Coventry (RI); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Full training

Work from home

Performance-based advancement

Job summary

Aogarciaagency is seeking a virtual consultant based in the United States. You will assess client needs, educate on options, and remain engaged with clients after the initial meeting. Administrative duties such as notes, scheduling, and CRM hygiene are part of the role.

Interviews are conducted via Zoom, and the position offers training and the opportunity for advancement based on performance. This role supports a fully remote work setup with current tech stack provided.

Responsibilities

• Assess customer needs and preferences.
• Teach options and guide decision-making.
• Maintain relationship after first meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

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.