Remote Appointment & Client Relationship Specialist

Aogarciaagency; Blacksburg (VA); Remote; USD 50,000 - 80,000; 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 who can assess client needs, teach options, and stay engaged after the first meeting to nurture a lasting relationship. Responsibilities include admin tasks, notes, appointments, and CRM hygiene, all while leveraging our current tech stack from home.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and excel in clear, collaborative communication, enabling smooth client journeys and ongoing partnerships.

Qualifications

• Able to assess client needs and present options clearly.
• Maintain CRM hygiene, notes, and scheduling.

Responsibilities

• Assess client needs and present options to guide decisions.
• Maintain CRM hygiene, notes, and appointment records.
• Nurture client relationships after the first meeting to foster ongoing engagement.

Skills

Driven

Trainable

Dependable

Competitive

Camera-ready

Job description

Aogarciaagency is seeking a virtual consultant who can assess client needs, teach options, and stay engaged after the first meeting to nurture a lasting relationship. Responsibilities include admin tasks, notes, appointments, and CRM hygiene, all while leveraging our current tech stack from home.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and excel in clear, collaborative communication, enabling smooth client journeys and ongoing partnerships.