Remote Benefits Consultant — Virtual Advisor & Growth

Aogarciaagency; New Britain (CT); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

Current tech stack

Job summary

Aogarciaagency seeks a virtual consultant to assess client needs, present options, and nurture relationships beyond the first meeting. You’ll translate conversations into actionable next steps and proposals.

You’ll handle admin tasks such as notes, appointment scheduling, and CRM hygiene while working from home. The role emphasizes a consultative mindset, reliability, and comfort with cameras for virtual interactions.

Qualifications

• Experience in virtual consulting or sales.
• Ability to assess client needs and present options.
• Proven track record in maintaining client relationships.

Responsibilities

• Assess client needs and tailor options for each engagement.
• Guide clients through the first meeting and nurture ongoing relationships.
• Maintain CRM notes, appointments, and data hygiene.

Skills

CRM management

Client consultation

Relationship building

Tools

CRM software

Job description

Aogarciaagency seeks a virtual consultant to assess client needs, present options, and nurture relationships beyond the first meeting. You’ll translate conversations into actionable next steps and proposals.

You’ll handle admin tasks such as notes, appointment scheduling, and CRM hygiene while working from home. The role emphasizes a consultative mindset, reliability, and comfort with cameras for virtual interactions.