Remote Client Consultation Specialist

Aogarciaagency; Madison (WI); Remote; USD 50,000 - 65,000; 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 to assess client needs, present options, and nurture relationships after the first meeting. The role emphasizes admin tasks such as notes, appointments, and CRM hygiene, with training provided.

The position offers work from home, a streamlined pipeline, and performance-based advancement. Zoom interviews are used for hiring, and you will join a team that values drive, trainability, and dependability.

Qualifications

• Assess client needs and teach options.
• Maintain CRM hygiene and admin tasks (notes, appointments).
• Comfortable engaging clients virtually.

Responsibilities

• Assess client needs and present options to them.
• Nurture client relationships after the first meeting.
• Maintain notes, set appointments, and keep CRM clean.

Skills

CRM hygiene

Remote work readiness

Communication

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

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

Interviews on Zoom.