Remote Enrollment Success Consultant

AO Garcia Agency; Castle Rock (CO); Remote; USD 50.000 - 70.000; Vollzeit

Zusammenfassung

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and stay engaged with the relationship after the first meeting. The role includes essential admin duties like notes, appointments, and CRM hygiene, with a remote setup and training provided.

Interactions occur via Zoom for interviews and client sessions. The position emphasizes reliability, trainability, and comfort with a camera, as you build a qualified-interest pipeline and contribute to ongoing client

Qualifikationen

• Experience performing admin tasks such as taking notes, logging meetings and maintaining CRM hygiene.
• Ability to assess client needs, present options, and guide decisions in virtual consultations.
• Comfortable working in a remote, camera-enabled environment and maintaining professional presence.

Aufgaben

• Assess client needs in virtual consultations and teach suitable options.
• Remain engaged with clients to nurture the relationship after the first meeting.
• Handle admin duties: taking notes, scheduling appointments, and keeping CRM up to date.

Kenntnisse

CRM hygiene

Notes handling

Appointment scheduling

Relationship building

Zoom interviews

Tools

Zoom

Jobbeschreibung

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and stay engaged with the relationship after the first meeting. The role includes essential admin duties like notes, appointments, and CRM hygiene, with a remote setup and training provided.

Interactions occur via Zoom for interviews and client sessions. The position emphasizes reliability, trainability, and comfort with a camera, as you build a qualified-interest pipeline and contribute to ongoing client