Remote Client Benefits Consultant

Aogarciaagency; Sandy Springs (GA); Remote; USD 55,000 - 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 is seeking a virtual consultant who assesses client needs, explains options, and nurtures the relationship after the first meeting. You will perform administrative tasks and maintain CRM hygiene as part of the role.

The position offers work from home with a structured onboarding, current tech stack, and clear paths for advancement based on performance. Interviews will be conducted via Zoom.

Qualifications

Responsibilities

• Assess client needs and teach options, maintaining the relationship after the first meeting.
• Handle administrative tasks including notes, appointments, and CRM hygiene.

Job description

Aogarciaagency is seeking a virtual consultant who assesses client needs, explains options, and nurtures the relationship after the first meeting. You will perform administrative tasks and maintain CRM hygiene as part of the role.

The position offers work from home with a structured onboarding, current tech stack, and clear paths for advancement based on performance. Interviews will be conducted via Zoom.