Remote Enrollment Consultant — Training & Growth Path

Aogarciaagency; Brewer (ME); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Qualified-interest pipeline

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and nurture the relationship after the first meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with no cold calling and access to a qualified-interest pipeline.

You will receive full training, a current tech stack, and the flexibility to work from home while driving performance-based advancement.

Qualifications

• Experience keeping CRM data clean and up to date.
• Ability to build and maintain client relationships virtually.
• Willingness to learn and adapt to new tools and processes.

Responsibilities

• Assess client needs and present suitable options.
• Educate and guide clients during the virtual consult.
• Maintain ongoing relationship after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Relationship-building

Trainable

Video comfort

Tools

CRM software

Video conferencing

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and nurture the relationship after the first meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with no cold calling and access to a qualified-interest pipeline.

You will receive full training, a current tech stack, and the flexibility to work from home while driving performance-based advancement.