Remote Client Benefits Planner - Training & Growth

AO Garcia Agency; La Crosse (WI); À distance; USD 50 000 - 80 000; Plein temps

Avantages offerts par ce poste

Work from home

Full training

Current tech stack

Résumé du poste

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role includes administrative tasks like notes, appointments, and CRM hygiene, with a preference for individuals who are driven, trainable, and dependable and comfortable on camera.

Candidates should excel in remote collaboration and maintain professional client communications while managing a current tech stack and ongoing training.

Qualifications

• Driven
• Trainable
• Dependable
• Comfortable competing
• Fine with a camera

Responsabilités

• Assess client needs and present options.
• Teach available solutions and guide decisions after first meeting.
• Maintain relationship after the initial meeting and ensure follow-ups.

Description du poste

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role includes administrative tasks like notes, appointments, and CRM hygiene, with a preference for individuals who are driven, trainable, and dependable and comfortable on camera.

Candidates should excel in remote collaboration and maintain professional client communications while managing a current tech stack and ongoing training.