Remote Client Services Specialist - Virtual Consultations

Aogarciaagency; Long Beach (CA); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Work from home (remote)

Industry leading tools and technology

Job summary

Aogarciaagency is seeking a motivated remote sales/consulting professional to help families secure their financial well-being through virtual consultations and flexible scheduling. You'll assess client needs, share knowledge about solutions, and build lasting relationships with regular check-ins. Training and mentorship are provided, along with industry leading tools.

Interviews are conducted via Zoom. The role offers work-from-home flexibility, weekly pay, and opportunities for advancement

Qualifications

• Must have excellent communication and listening skills.
• Ability to build trust and long-term client relationships.
• Comfort with virtual meetings and CRM systems.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through regular check-ins.
• Completing related administrative tasks (note taking, appointment setting, etc.).

Skills

Communication skills

Client relationship building

Adaptability

Time management

Tools

Zoom

Job description

Aogarciaagency is seeking a motivated remote sales/consulting professional to help families secure their financial well-being through virtual consultations and flexible scheduling. You'll assess client needs, share knowledge about solutions, and build lasting relationships with regular check-ins. Training and mentorship are provided, along with industry leading tools.

Interviews are conducted via Zoom. The role offers work-from-home flexibility, weekly pay, and opportunities for advancement