Remote Client Advocate & Relationship Consultant

Aogarciaagency; Green River (WY); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Full training

Remote work

No cold calling

Job summary

Aogarciaagency is seeking a virtual consultant who assesses client needs, presents options, and preserves the relationship after the first meeting. The role includes essential admin tasks such as notes, scheduling, and CRM hygiene, with training and full remote work support.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. This is a home-based position with opportunities for advancement based on performance.

Qualifications

• Assess client needs and present options during virtual consultations.
• Maintain client relationships after the first meeting.
• Administrative tasks include notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs, teach options, and guide choices in the virtual setting.
• Stay in the relationship after the initial meeting to nurture the pipeline.
• Handle admin tasks: notes, appointments, and keep CRM up to date.

Skills

CRM proficiency

Appointment scheduling

Note taking

Remote work

Tools

CRM software

Job description

Aogarciaagency is seeking a virtual consultant who assesses client needs, presents options, and preserves the relationship after the first meeting. The role includes essential admin tasks such as notes, scheduling, and CRM hygiene, with training and full remote work support.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. This is a home-based position with opportunities for advancement based on performance.