Remote Client Intake Specialist — Full Training & Growth
Aogarciaagency
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Benefits offered by this job
Job summary
Aogarciaagency is seeking a Virtual Consultant to assess client needs, present options, and nurture the relationship beyond the first meeting. The role includes admin tasks such as note taking, scheduling, and CRM hygiene, with training provided on each step.
Interviews are conducted on Zoom, and you will work from home while using the current tech stack to manage a qualified-interest pipeline and performance-based advancement opportunities.
Job description
Aogarciaagency is seeking a Virtual Consultant to assess client needs, present options, and nurture the relationship beyond the first meeting. The role includes admin tasks such as note taking, scheduling, and CRM hygiene, with training provided on each step.
Interviews are conducted on Zoom, and you will work from home while using the current tech stack to manage a qualified-interest pipeline and performance-based advancement opportunities.
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