Remote Client Intake Specialist

Aogarciaagency; Rockville (MD); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Tech stack

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role emphasizes consultative engagement from a remote location.

You will handle admin tasks such as notes and CRM hygiene, with full training and a clear path for advancement through performance. Work from home is supported with the current tech stack in place.

Qualifications

• Ability to assess needs and teach options.
• Admin tasks include notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and teach options, staying in the relationship after the first meeting.
• Handle admin tasks including notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

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.