Client Needs Advisor - Remote

AO Garcia Agency; United States; A distancia; USD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descripción de la vacante

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and guide decision-making after the initial meeting. This fully remote role emphasizes relationship-building and clear communication.

You will handle admin duties like notes, appointments, CRM hygiene, and maintain the ongoing client relationship. Interviews are conducted on Zoom, with no cold calling and a structured training path.

Formación

• Must be camera-ready and able to interview on Zoom.
• Strong interpersonal and relationship-building skills.

Responsabilidades

• Assess client needs, teach options, and guide decisions after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Conocimientos

Driven

Trainable

Dependable

Competitive

Camera friendly

Herramientas

Zoom

Descripción del empleo

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.