Remote Member Benefits Consultant

Aogarciaagency; Macon (GA); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and guide decisions during the first meeting. You’ll stay engaged to nurture relationships and drive value while coordinating admin tasks.

This remote role includes CRM hygiene, note-taking, appointments, and training in the current tech stack. Ideal candidates are driven, trainable, and comfortable on camera.

Qualifications

• Experience in client-facing advisory roles is preferred.
• Ability to teach options and assess needs.
• Strong note-taking and CRM hygiene skills.

Responsibilities

• Assess client needs and present options.
• Maintain ongoing relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Virtual consultant

CRM hygiene

Note taking

Relationship management

Training

Tech stack

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and guide decisions during the first meeting. You’ll stay engaged to nurture relationships and drive value while coordinating admin tasks.

This remote role includes CRM hygiene, note-taking, appointments, and training in the current tech stack. Ideal candidates are driven, trainable, and comfortable on camera.