Remote Client Advisor - Full Training, CRM Hygiene, Growth

Aogarciaagency; Rockville (MD); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Tech stack

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role emphasizes consultative engagement from a remote location.

You will handle admin tasks such as notes and CRM hygiene, with full training and a clear path for advancement through performance. Work from home is supported with the current tech stack in place.

Qualifications

• Ability to assess needs and teach options.
• Admin tasks include notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and teach options, staying in the relationship after the first meeting.
• Handle admin tasks including notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role emphasizes consultative engagement from a remote location.

You will handle admin tasks such as notes and CRM hygiene, with full training and a clear path for advancement through performance. Work from home is supported with the current tech stack in place.