Remote Client Benefits Planner - Virtual Advisor & Growth

Aogarciaagency; Brooklyn Park (MN); Remote; USD 45,000 - 70,000; 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 the United States is hiring a virtual consultant who assesses client needs, explains options, and maintains relationships after the first meeting. You will handle admin tasks like notes, appointments, and CRM hygiene, while working from home with a supportive team and up-to-date tech stack.

This role emphasizes self-motivation, reliability, and the ability to compete professionally on camera. Training is provided, and there is a clear path for advancement based on performance.

Qualifications

• Willing to discuss needs and options with clients.
• Maintain CRM hygiene and accurate meeting notes.

Responsibilities

• Assess client needs and present options to clients.
• Maintain client relationship after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable on camera

Competitive

Job description

Aogarciaagency in the United States is hiring a virtual consultant who assesses client needs, explains options, and maintains relationships after the first meeting. You will handle admin tasks like notes, appointments, and CRM hygiene, while working from home with a supportive team and up-to-date tech stack.

This role emphasizes self-motivation, reliability, and the ability to compete professionally on camera. Training is provided, and there is a clear path for advancement based on performance.