Remote Client Enrollment Specialist

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

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.