Remote Financial Protection Consultant

Aogarciaagency; Dothan (AL); À distance; USD 35 000 - 55 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role blends advisory work with admin tasks such as notes, scheduling, and maintaining CRM hygiene.

You'll train with the current tech stack and work from home. Interviews are conducted via Zoom, and performance-based advancement is available.

Qualifications

• Experience in consultative sales or advisory roles.
• Ability to work remotely and manage CRM.

Responsabilités

• Assess client needs and present options to move the relationship forward.
• Stay in touch with clients after the initial meeting and follow up.
• Admin duties: notes, appointments, CRM hygiene.

Connaissances

CRM management

Appointment scheduling

Remote work

Outils

CRM

Description du poste

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role blends advisory work with admin tasks such as notes, scheduling, and maintaining CRM hygiene.

You'll train with the current tech stack and work from home. Interviews are conducted via Zoom, and performance-based advancement is available.