Remote Client Needs Advisor | Virtual Consultant

Aogarciaagency; Overland Park (KS); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Full training

Work from home

Qualified-interest pipeline

Performance-based advancement

Current tech stack

Job summary

Aogarciaagency is seeking a virtual consultant. You will assess client needs, explain options, and remain engaged with the relationship after the first meeting. Administrative duties include notes, scheduling, and maintaining CRM hygiene.

The role emphasizes a modern tech stack and the ability to work from home, with training provided and opportunities for advancement based on performance.

Qualifications

• Traits listed indicate a proactive, coachable, reliable mindset.

Responsibilities

• Assess needs and present options to clients.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

On-camera comfort

Tools

CRM system

Job description

Aogarciaagency is seeking a virtual consultant. You will assess client needs, explain options, and remain engaged with the relationship after the first meeting. Administrative duties include notes, scheduling, and maintaining CRM hygiene.

The role emphasizes a modern tech stack and the ability to work from home, with training provided and opportunities for advancement based on performance.