Remote Client Account Specialist

Aogarciaagency; Council Bluffs (IA); Remote; USD 52,000 - 76,000; Full time

Benefits offered by this job

No cold calling

Qualified pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the first meeting. The role blends advisory work with practical admin tasks and CRM hygiene.

The seat includes no cold calling, a qualified-interest pipeline, and formal training, with opportunity for advancement based on performance and the chance to work with the current tech stack from home.

Qualifications

• Ability to assess needs and teach options in a virtual setting.
• Comfort with CRM hygiene and basic administrative tasks.

Responsibilities

• Assess client needs and present options remotely.
• Educate clients about choices and stay in relationship after first meeting.
• Handle administrative tasks including notes and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable with competition

Camera presence

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.