Client Needs Advisor - Remote

Aogarciaagency; College Park (MD); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Current tech stack

Qualified-interest pipeline

Job summary

Aogarciaagency in the United States offers a virtual consultant position that focuses on assessing client needs, guiding options, and nurturing the relationship after the initial meeting. The role includes essential admin duties such as taking notes, scheduling appointments, and keeping CRM data clean.

Work from home with no cold calling, access to a qualified-interest pipeline, comprehensive training, and ongoing support with the current tech stack.

Qualifications

• Remote-friendly role requiring strong client interaction and admin duties.
• Ability to manage appointments and maintain CRM hygiene.

Responsibilities

• Assess client needs and present options to clients.
• Maintain client relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM proficiency

Relationship building

Remote communication

Time management

Tools

CRM software

Zoom

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.