Remote Client Advisor — Virtual Consultant (Full Training)

Aogarciaagency; Las Cruces (NM); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes administrative duties such as note-taking, scheduling, and keeping CRM records up to date.

Work from home with training provided. Ideal candidates are driven, trainable, dependable, and comfortable on camera, with the ability to manage a qualified-interest pipeline and progress through performance-based advancement.

Qualifications

• Must be able to assess client needs and present options clearly.
• Maintain CRM hygiene and take notes after meetings.
• Manage appointments and follow-ups.

Responsibilities

• Assess client needs and present options.
• Stay in the relationship after the first meeting.
• Handle admin tasks (notes, appointments, CRM).

Skills

Driven

Trainable

Dependable

Camera friendly

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes administrative duties such as note-taking, scheduling, and keeping CRM records up to date.

Work from home with training provided. Ideal candidates are driven, trainable, dependable, and comfortable on camera, with the ability to manage a qualified-interest pipeline and progress through performance-based advancement.