Remote Client Advisor | Full Training & Growth

Aogarciaagency; Missoula (MT); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Aogarciaagency is hiring for a virtual consultant role that emphasizes understanding client needs, guiding options, and maintaining relationships post-initial meeting. The role includes administrative duties such as taking notes, scheduling, and keeping CRM data clean, with training provided and Zoom interviews conducted.

The position is fully remote, offering a qualified-interest pipeline and ongoing training, using the current tech stack.

Qualifications

• Experience using CRM systems to manage client data and activity.
• Ability to conduct virtual consultations and present options clearly.
• Strong communication and relationship-building skills.

Responsibilities

• Assess client needs and present suitable options.
• Maintain client relationships after the initial meeting.
• Handle administrative tasks: notes, scheduling, CRM hygiene.

Skills

CRM management

Virtual consultation

Zoom proficiency

Relationship building

Tools

CRM software

Zoom

Job description

Aogarciaagency is hiring for a virtual consultant role that emphasizes understanding client needs, guiding options, and maintaining relationships post-initial meeting. The role includes administrative duties such as taking notes, scheduling, and keeping CRM data clean, with training provided and Zoom interviews conducted.

The position is fully remote, offering a qualified-interest pipeline and ongoing training, using the current tech stack.