Remote Enrollment Consultant - Virtual Advisory & CRM Pro

Aogarciaagency; Rawlins (WY); Remote; USD 45,000 - 75,000; 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 remote virtual consultant in the United States. You will assess client needs, present options, and nurture the relationship after the first meeting, while handling admin tasks like notes, scheduling, and CRM hygiene.

This seat comes with no cold calling, a qualified-interest pipeline, and clear advancement based on performance. You’ll receive full training and work with the current tech stack from home, with Zoom interviews as the intro step.

Qualifications

• Assess client needs and present options in virtual meetings.
• Maintain CRM hygiene and document interactions.
• Handle administrative tasks related to scheduling and notes.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Perform admin tasks: notes, appointments, CRM hygiene.
• Coordinate via Zoom for interviews and client sessions.

Skills

CRM management

Virtual consultation

Remote work

Zoom coordination

Job description

Aogarciaagency is seeking a remote virtual consultant in the United States. You will assess client needs, present options, and nurture the relationship after the first meeting, while handling admin tasks like notes, scheduling, and CRM hygiene.

This seat comes with no cold calling, a qualified-interest pipeline, and clear advancement based on performance. You’ll receive full training and work with the current tech stack from home, with Zoom interviews as the intro step.