Remote Benefits Concierge: Virtual Client Advocate

Aogarciaagency; Utqiaġvik (AK); Remote; USD 55,000 - 75,000; Full time

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, walk options, and maintain ongoing relationships after the initial meeting. This role emphasizes empathy, clear guidance, and staying connected through the sales lifecycle.

Work from home with a platform-friendly setup. You will handle administrative tasks such as notes, scheduling, and CRM hygiene, and you will participate in Zoom interviews during the hiring process.

Qualifications

• Virtual consultant experience preferred.
• Ability to guide options and maintain client relationships after initial meeting.

Responsibilities

• Assess client needs, present options, and maintain relationship after the first meeting.
• Handle administrative tasks: notes, scheduling, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Fine with a camera

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, walk options, and maintain ongoing relationships after the initial meeting. This role emphasizes empathy, clear guidance, and staying connected through the sales lifecycle.

Work from home with a platform-friendly setup. You will handle administrative tasks such as notes, scheduling, and CRM hygiene, and you will participate in Zoom interviews during the hiring process.