Remote Client Enrollment Advisor

Aogarciaagency; Albany (GA); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Work from home

Job summary

Aogarciaagency seeks a virtual consultant to assess client needs, teach options, and stay connected after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene; training is provided and work is done from home. Zoom interviews are used in the hiring process.

This role emphasizes building relationships remotely, leveraging a current tech stack, and advancing through performance-based opportunities.

Qualifications

• Clear communication and active listening abilities.
• Comfortable using video calls (Zoom) for interviews.
• Tech-savvy with CRM systems and scheduling tools.

Responsibilities

• Assess client needs and present viable options.
• Nurture client relationships after the first meeting; follow up and advise.

Skills

Strong communication

CRM proficiency

Time management

Tools

CRM software

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.