Remote Benefits Concierge: Virtual Advisor & CRM Expert

Aogarciaagency; Joplin (MO); Remote; USD 45,000 - 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 needs, present options, and maintain the relationship after the first meeting. The role emphasizes CRM hygiene, notes, and scheduling—admin is part of the job. Interviews are conducted on Zoom from home.

You'll work with a current tech stack, with training provided and opportunities for advancement based on performance. No cold calling is required, with a qualified-interest pipeline to support your success.

Qualifications

Responsibilities

• Assess needs and present options to clients.
• Remain in the relationship after the first meeting to nurture the engagement.
• Admin tasks include notes, appointments, and CRM hygiene.

Job description

Aogarciaagency is seeking a Virtual consultant to assess needs, present options, and maintain the relationship after the first meeting. The role emphasizes CRM hygiene, notes, and scheduling—admin is part of the job. Interviews are conducted on Zoom from home.

You'll work with a current tech stack, with training provided and opportunities for advancement based on performance. No cold calling is required, with a qualified-interest pipeline to support your success.