Remote Client Benefits Consultant

AO Garcia Agency; Gallup (NM); À distance; USD 28 000 - 48 000; Plein temps

Avantages offerts par ce poste

Full training

Work from home

Current tech stack

Résumé du poste

AO Garcia Agency seeks a virtual consultant to assess client needs, explain options, and nurture the relationship after the initial meeting. The role includes admin duties such as notes, appointment setting, and CRM hygiene, with full training provided.

Candidates should be driven, trainable, and dependable, comfortable on camera, and adept at managing a qualified-interest pipeline in a remote setting.

Qualifications

• Virtual consultation experience preferred.
• Ability to assess needs and present options.
• Maintain CRM hygiene and admin tasks.

Responsabilités

• Assess client needs during virtual meetings.
• Teach options and recommendations to clients.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Connaissances

Relationship building

Communication

CRM hygiene

Description du poste

AO Garcia Agency seeks a virtual consultant to assess client needs, explain options, and nurture the relationship after the initial meeting. The role includes admin duties such as notes, appointment setting, and CRM hygiene, with full training provided.

Candidates should be driven, trainable, and dependable, comfortable on camera, and adept at managing a qualified-interest pipeline in a remote setting.