Remote Client Benefits Consultant

Aogarciaagency; Henderson (NV); Remote; USD 50,000 - 75,000; 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 in Henderson, NV is seeking a virtual consultant who can assess client needs, teach options, and guide the relationship after the first meeting.

The role includes admin tasks such as notes, appointments, and CRM hygiene, with work-from-home flexibility, comprehensive training, and a clearly defined path for advancement.

You will operate in a no cold calling environment and contribute to a qualified-interest pipeline within a supportive team.

Qualifications

• Assess client needs and tailor options.
• Maintain relationships after first meeting.
• Handle notes, scheduling, and CRM hygiene.

Responsibilities

• Assess client needs and teach options.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Needs assessment

Relationship management

Administrative tasks

Tools

CRM

Job description

Aogarciaagency in Henderson, NV is seeking a virtual consultant who can assess client needs, teach options, and guide the relationship after the first meeting.

The role includes admin tasks such as notes, appointments, and CRM hygiene, with work-from-home flexibility, comprehensive training, and a clearly defined path for advancement.

You will operate in a no cold calling environment and contribute to a qualified-interest pipeline within a supportive team.