Remote Benefits Education Consultant

Aogarciaagency; West Chester (Chester County); À distance; USD 50 000 - 75 000; Plein temps

Avantages offerts par ce poste

Work from home

Full training

Current tech stack

Performance-based advancement

No cold calling

Qualified-interest pipeline

Résumé du poste

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role emphasizes clear communication, problem solving, and a camera-friendly presence on Zoom.

You will handle admin tasks such as notes, appointments, and CRM hygiene, enjoy work-from-home flexibility, and engage in a structured training program with opportunities for advancement based on performance.

Qualifications

• Assess client needs and present suitable options.
• Maintain client relationships after initial meeting.
• Keep CRM notes and appointments up to date.
• Comfortable with camera-based interactions.

Responsabilités

• Assess needs, teach options, and nurture the relationship after the first meeting.
• Manage admin tasks: notes, appointments, and CRM hygiene.
• Participate in virtual interviews and virtual meetings.

Connaissances

CRM hygiene

Relationship building

Zoom interviews

Remote work

Outils

CRM software

Video conferencing

Zoom

Description du poste

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role emphasizes clear communication, problem solving, and a camera-friendly presence on Zoom.

You will handle admin tasks such as notes, appointments, and CRM hygiene, enjoy work-from-home flexibility, and engage in a structured training program with opportunities for advancement based on performance.