Remote Onboarding Consultant & Relationship Builder

Aogarciaagency; Mount Carmel Township (PA); Remote; USD 50,000 - 80,000; 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

At Aogarciaagency, we’re seeking a virtual consultant who assesses client needs, educates options, and maintains the relationship after the first meeting. The role emphasizes organization, CRM hygiene, and admin duties such as notes and appointment scheduling.

You'll work from home, participate in Zoom interviews, and join a team that rewards drive and adaptability with a clear training path and performance-based advancement.

Qualifications

• No formal education requirements stated.

Responsibilities

• Assess client needs and present tailored options.
• Teach clients about available solutions and manage post-meeting relationship.
• Handle admin tasks such as notes, appointments and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Fine with a camera

Job description

At Aogarciaagency, we’re seeking a virtual consultant who assesses client needs, educates options, and maintains the relationship after the first meeting. The role emphasizes organization, CRM hygiene, and admin duties such as notes and appointment scheduling.

You'll work from home, participate in Zoom interviews, and join a team that rewards drive and adaptability with a clear training path and performance-based advancement.