Remote Client Services Consultant

Aogarciaagency; Noblesville (IN); Remote; USD 40,000 - 65,000; 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

Aogarciaagency is seeking a virtual consultant to assess client needs, teach available options, and maintain relationships after the initial meeting. Admin duties include notes, appointments, and CRM hygiene.

The role offers training and a path for advancement, with work from home flexibility and Zoom interviews. The position emphasizes a driven, trainable, and dependable mindset, with comfort using a camera and competing when appropriate.

Qualifications

• Experience with CRM systems and maintaining CRM hygiene.
• Ability to communicate effectively in virtual settings.
• Comfortable working in remote environments and presenting options virtually.

Responsibilities

• Assess client needs and present tailored options.
• Maintain ongoing client relationship after initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Virtual communication

Remote collaboration

Tools

CRM software

Zoom

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, teach available options, and maintain relationships after the initial meeting. Admin duties include notes, appointments, and CRM hygiene.

The role offers training and a path for advancement, with work from home flexibility and Zoom interviews. The position emphasizes a driven, trainable, and dependable mindset, with comfort using a camera and competing when appropriate.