Home-Based Client Services Representative

Aogarciaagency; Noblesville (IN); Remote; USD 40,000 - 65,000; 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 to assess client needs, teach available options, and maintain relationships after the initial meeting. Admin duties include notes, appointments, and CRM hygiene.

The role offers training and a path for advancement, with work from home flexibility and Zoom interviews. The position emphasizes a driven, trainable, and dependable mindset, with comfort using a camera and competing when appropriate.

Qualifications

• Experience with CRM systems and maintaining CRM hygiene.
• Ability to communicate effectively in virtual settings.
• Comfortable working in remote environments and presenting options virtually.

Responsibilities

• Assess client needs and present tailored options.
• Maintain ongoing client relationship after initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Virtual communication

Remote collaboration

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.