Remote Client Enrollment Advisor

Aogarciaagency; San Francisco (TX); Remote; USD 55,000 - 85,000; 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 who assesses client needs, presents options, and maintains ongoing relationships after the initial meeting. The role includes light admin work: notes, appointments, and CRM hygiene. Expect Zoom interviews and training as you onboard.

The position emphasizes reliability, coachability, and the ability to work from home with modern tools and a current tech stack. Performance-based advancement is part of the growth path.

Qualifications

• Ability to assess needs and present options.
• Experience with CRM and admin tasks is a plus.
• Comfortable working remotely and participating in Zoom interviews.

Responsibilities

• Assess client needs and teach available options.
• Maintain client relationships after the first meeting; ensure CRM hygiene and timely notes.

Skills

Driven

Trainable

Dependable

Competitive

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.