Remote Client Advisor — Virtual Consultation

Aogarciaagency

Saint Petersburg (FL)

Remote

USD 40,000 - 70,000

Full time

5 days ago
Be an early applicant
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

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 in the United States to assess client needs, present options, and nurture the relationship after the first meeting. The role includes admin duties like notes, appointments, and CRM hygiene. It offers work from home, a qualified-interest pipeline, and full training.

Join a results-driven team that values drive, trainability, dependability, and comfort with video calls. No cold calling and performance-based advancement are notable benefits.

Qualifications

  • Virtual consultant role details: assess needs, teach options, maintain relationship after first meeting.
  • Admin tasks: notes, appointments, CRM hygiene.
  • Traits: driven, trainable, dependable, comfortable with camera.

Responsibilities

  • Assess client needs and present options.
  • Nurture relationships after initial meeting.
  • Handle administrative tasks and CRM hygiene.

Job description

Aogarciaagency is seeking a virtual consultant in the United States to assess client needs, present options, and nurture the relationship after the first meeting. The role includes admin duties like notes, appointments, and CRM hygiene. It offers work from home, a qualified-interest pipeline, and full training.

Join a results-driven team that values drive, trainability, dependability, and comfort with video calls. No cold calling and performance-based advancement are notable benefits.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Remote Client Advisor — Virtual Consultant (Full Training)
Remote Client Advisor — Virtual Consultant (Full Training)

Aogarciaagency • Las Cruces (NM)

Remote
USD 40,000 - 60,000
No cold calling
Qualified-interest pipeline
Performance-based advancement
+3
Remote Client Consultation Pro | Virtual Needs Advisor
Remote Client Consultation Pro | Virtual Needs Advisor

Aogarciaagency • Concord (NC)

Remote
USD 40,000 - 60,000
Work from home
Remote Client Concierge Consultant | Virtual Advisor
Remote Client Concierge Consultant | Virtual Advisor

Aogarciaagency • Mableton (GA)

Remote
USD 55,000 - 75,000
No cold calling
Qualified-interest pipeline
Performance-based advancement
+3
Remote Client Benefits Advisor
Remote Client Benefits Advisor

Aogarciaagency • Sandy Springs (GA)

Remote
USD 45,000 - 75,000
No cold calling
Qualified-interest pipeline
Performance-based advancement
+3
Virtual Client Advisor - Work From Home, Full Training
Virtual Client Advisor - Work From Home, Full Training

Aogarciaagency • Burnsville (MN)

Remote
USD 60,000 - 90,000
No cold calling
Qualified-interest pipeline
Performance-based advancement
+3
Remote Client Success Advocate
Remote Client Success Advocate

Aogarciaagency • Nicholasville (KY)

Remote
USD 45,000 - 65,000
No cold calling
Qualified-interest pipeline
Performance-based advancement
+3
Remote Client Needs Advisor | Virtual Consultant
Remote Client Needs Advisor | Virtual Consultant

Aogarciaagency • Overland Park (KS)

Remote
USD 40,000 - 70,000
Full training
Work from home
Qualified-interest pipeline
+2
Remote Client Benefits Planner - Virtual Advisor & Growth
Remote Client Benefits Planner - Virtual Advisor & Growth

Aogarciaagency • Brooklyn Park (MN)

Remote
USD 45,000 - 70,000
No cold calling
Qualified-interest pipeline
Performance-based advancement
+3
Remote Benefits Advisor | Virtual Consultant & Client Builder
Remote Benefits Advisor | Virtual Consultant & Client Builder

Aogarciaagency • Twin Falls (ID)

Remote
USD 45,000 - 75,000
No cold calling
Qualified-interest pipeline
Performance-based advancement
+3
Remote Financial Services Advisor - Virtual Consultations
Remote Financial Services Advisor - Virtual Consultations

Aogarciaagency • South Bend (IN)

Remote
USD 50,000 - 80,000
No cold calling
Qualified-interest pipeline
Performance-based advancement
+3