Remote Family Services Advisor | Virtual Consultant

Aogarciaagency; Bridgeport (WV); À distance; USD 52 000 - 78 000; Plein temps

Résumé du poste

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes administrative tasks such as notes, scheduling, and CRM hygiene. This position is conducted from home with Zoom interviews as the primary screening step.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to navigate a remote workflow. Training is provided and advancement is based on performance.

Qualifications

• Ability to work from home.
• Comfortable with camera.
• Experience with CRM hygiene and note-taking.
• Interviews on Zoom.

Responsabilités

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Connaissances

Remote work

Communication skills

CRM hygiene

Camera friendly

Zoom interviews

Description du poste

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes administrative tasks such as notes, scheduling, and CRM hygiene. This position is conducted from home with Zoom interviews as the primary screening step.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to navigate a remote workflow. Training is provided and advancement is based on performance.