Remote Client Engagement Specialist

Aogarciaagency; San Diego (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Advancement based on performance

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture the client relationship after the initial meeting. This role includes essential admin duties such as taking notes, scheduling appointments, and maintaining CRM hygiene.

Applicants should be comfortable on camera, trainable, and driven. Interviews are conducted via Zoom, with the position offering remote work from home.

Qualifications

• Driven, trainable, dependable; comfortable competing.
• Interviews conducted on Zoom.

Responsibilities

• Assess client needs and teach options.
• Stay in the relationship after the first meeting; manage admin tasks (notes, appointments, CRM hygiene).

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.