Remote Client Experience Manager — Virtual Consultant

AO Garcia Agency; Laurel (DE); Remote; USD 40,000 - 70,000; 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

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and stay connected after the first meeting. The role includes administrative duties like note-taking, scheduling, and CRM hygiene, all done remotely. Interviews are conducted via Zoom.

This position offers the flexibility of working from home with training and ongoing support, leveraging the current tech stack to manage a qualified-interest pipeline and advance based on performance.

Qualifications

• Able to assess client needs and present viable options.
• Maintain ongoing relationships after the initial meeting.
• Keep CRM notes and scheduling up to date for all clients.

Responsibilities

• Conduct virtual consultations and guide clients through choices.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Participate in Zoom interviews and follow-up communications.

Skills

Needs assessment

Relationship management

Communicates options clearly

CRM hygiene

Tools

CRM software

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and stay connected after the first meeting. The role includes administrative duties like note-taking, scheduling, and CRM hygiene, all done remotely. Interviews are conducted via Zoom.

This position offers the flexibility of working from home with training and ongoing support, leveraging the current tech stack to manage a qualified-interest pipeline and advance based on performance.