Remote Lead Solutions Consultant

Aogarciaagency; Frederick (MD); Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

Performance-based advancement

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and manage the relationship after the first meeting. You’ll handle admin tasks like notes, appointments, and CRM hygiene while working from home in a collaborative team.

Successful candidates are driven, trainable, dependable, and comfortable on camera. The role includes full training, a qualified pipeline, and opportunities for advancement based on performance.

Qualifications

• Experience in assessing client needs and guiding options.
• Strong CRM hygiene and admin discipline.
• Comfortable with remote work and camera-based communication.

Responsibilities

• Assess client needs and teach options.
• Nurture client relationships after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Needs assessment

CRM hygiene

Remote work

Communication

Tools

CRM software

Video conferencing

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and manage the relationship after the first meeting. You’ll handle admin tasks like notes, appointments, and CRM hygiene while working from home in a collaborative team.

Successful candidates are driven, trainable, dependable, and comfortable on camera. The role includes full training, a qualified pipeline, and opportunities for advancement based on performance.