Remote Client Account Specialist

Aogarciaagency; Raleigh (NC); Remote; USD 37,000 - 52,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Full training

Work from home

Performance-based advancement

Job summary

Aogarciaagency is hiring a virtual consultant in Raleigh, NC. The role focuses on assessing client needs, presenting options, and guiding decisions entirely in a remote setup, with a strong emphasis on maintaining relationships after the first meeting.

Administrative tasks such as notes, appointments, and CRM hygiene are part of daily duties. The position offers full training, a structured advancement path based on performance, and a turnkey tech stack to support sales activities.

Responsibilities

• Assess client needs and present suitable options.
• Teach clients about available solutions and next steps.
• Maintain relationship after the first meeting; handle notes, appointments, and CRM hygiene.

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.

Interviews on Zoom.