Remote Client Enrollment Specialist | Virtual Consultant

AO Garcia Agency; Whitefish (MT); Teletrabalho; USD 34 000 - 55 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Full training

Work from home

Current tech stack

Qualified-interest pipeline

Performance-based advancement

No cold calling

Resumo da oferta

AO Garcia Agency in the United States is seeking a virtual consultant who assesses client needs, educates on options, and maintains the relationship after the first meeting.

You will perform admin duties like note-taking, appointment scheduling, and CRM hygiene while working from home with a current tech stack. Zoom interviews are conducted as part of the process.

This role emphasizes a qualified-interest pipeline, ongoing training, and potential for advancement based on performance.

Qualificações

• Interviews conducted on Zoom.
• No cold calling is required for this role.
• Access to a qualified-interest pipeline and full training.

Responsabilidades

• Assess client needs and present options during virtual meetings.
• Maintain client relationships after initial meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Conhecimentos

Virtual consultation

Relationship building

Remote work

Ferramentas

CRM system

Zoom

Descrição da oferta de emprego

AO Garcia Agency in the United States is seeking a virtual consultant who assesses client needs, educates on options, and maintains the relationship after the first meeting.

You will perform admin duties like note-taking, appointment scheduling, and CRM hygiene while working from home with a current tech stack. Zoom interviews are conducted as part of the process.

This role emphasizes a qualified-interest pipeline, ongoing training, and potential for advancement based on performance.