Remote Family Services Consultant & Client Relationships

Aogarciaagency; Dover (DE); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

Aogarciaagency seeks a virtual consultant to assess needs, present options, and nurture relationships after the initial meeting. This role emphasizes strong remote collaboration and ongoing client engagement.

You will handle admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, leveraging the current tech stack to support a qualified-interest pipeline and training provided.

Qualifications

• Admin duties include taking notes, scheduling appointments, and CRM hygiene.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.

Skills

CRM hygiene

Appointment scheduling

Relationship management

Remote work

Job description

Aogarciaagency seeks a virtual consultant to assess needs, present options, and nurture relationships after the initial meeting. This role emphasizes strong remote collaboration and ongoing client engagement.

You will handle admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, leveraging the current tech stack to support a qualified-interest pipeline and training provided.