Remote Client Consultation Pro | Virtual Needs Advisor

Aogarciaagency; Concord (NC); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant who will assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative responsibilities such as taking notes, scheduling appointments, and maintaining CRM hygiene while working from home.

You'll join a team focused on building rapport, diagnosing client needs, and guiding decisions through the sales cycle.

Qualifications

• Duties emphasize needs assessment and option presentation.
• Maintain client relationship after first meeting.
• Strong admin skills including notes, scheduling, CRM hygiene.

Responsibilities

• Assess client needs and present suitable options.
• Nurture relationships after initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable on camera

Tools

CRM

Job description

Aogarciaagency is seeking a virtual consultant who will assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative responsibilities such as taking notes, scheduling appointments, and maintaining CRM hygiene while working from home.

You'll join a team focused on building rapport, diagnosing client needs, and guiding decisions through the sales cycle.