Remote Client Benefits Advisor

Aogarciaagency; Warner Robins (GA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role blends advisory work with administrative duties, including notes, scheduling, and CRM hygiene.

You will be part of a fully remote team, receive comprehensive training, and work with a qualified-interest pipeline. No cold calling is required, with opportunities for advancement based on performance.

Qualifications

• Admin tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present options.
• Stay in the relationship after the first meeting and manage related admin work.

Skills

CRM hygiene

Scheduling

Virtual consulting

Notes taking

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role blends advisory work with administrative duties, including notes, scheduling, and CRM hygiene.

You will be part of a fully remote team, receive comprehensive training, and work with a qualified-interest pipeline. No cold calling is required, with opportunities for advancement based on performance.