Remote Client Onboarding & Relationship Consultant

Aogarciaagency; Anaheim (CA); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

Aogarciaagency seeks a virtual consultant to assess client needs, present suitable options, and maintain the relationship after the first meeting. This role includes administrative duties such as note-taking, appointment scheduling, and CRM hygiene, all performed remotely from California. Training is provided, with opportunities for growth based on performance.

The ideal candidate is driven, trainable, dependable, and comfortable with camera-enabled communication in a fully remote setup.

Qualifications

• Proven ability to assess client needs and tailor options.
• Strong focus on building and maintaining client relationships.
• Comfort with remote collaboration and virtual communication.

Responsibilities

• Assess client needs, teach options, and nurture the relationship after the initial meeting.
• Handle admin tasks: take notes, schedule appointments, and maintain CRM hygiene.

Skills

Active listening

Needs assessment

Relationship-building

Remote work

Tools

CRM software

Video conferencing

Job description

Aogarciaagency seeks a virtual consultant to assess client needs, present suitable options, and maintain the relationship after the first meeting. This role includes administrative duties such as note-taking, appointment scheduling, and CRM hygiene, all performed remotely from California. Training is provided, with opportunities for growth based on performance.

The ideal candidate is driven, trainable, dependable, and comfortable with camera-enabled communication in a fully remote setup.