Client Needs Advisor - Remote

AO Garcia Agency; Fort Lauderdale (FL); À distance; USD 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

AO Garcia Agency seeks a remote Virtual Consultant to assess client needs, present options, and nurture relationships beyond the first meeting. You will document interactions, maintain CRM hygiene, and manage follow-ups with professionalism.

This role emphasizes no cold calling, a qualified-interest pipeline, and full training. You’ll work from home using the current tech stack, with Zoom interviews and performance-based advancement opportunities.

Qualifications

• Experience in client relationship management and discovery calls.
• Ability to document interactions and maintain CRM hygiene.
• Comfortable presenting options and guiding conversations remotely.

Responsabilités

• Assess needs and teach options to clients.
• Stay in the relationship after the first meeting and foster ongoing engagement.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Connaissances

Relationship building

CRM hygiene

Remote collaboration

Zoom interviews

Outils

CRM systems

Zoom

Description du poste

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.