Remote Policy Review & Client Success Consultant

AO Garcia Agency; Norwalk (CT); Remote; USD 52.000 - 78.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Garcia Agency seeks a virtual consultant who assesses client needs, explains options, and remains engaged after the first meeting. You will manage notes, appointments, and CRM hygiene to keep pipelines clean while delivering a high-touch experience from home.

This role emphasizes reliability, trainability, and eagerness to perform in a fully remote environment, with a structured onboarding and ongoing coaching using the current tech stack.

Qualifikationen

• Experience in virtual/remote advisory is preferred.
• Ability to teach options and guide clients clearly.
• Comfort with admin tasks and CRM hygiene.

Aufgaben

• Assess client needs and present suitable options.
• Nurture relationships after initial meeting.
• Handle notes, appointments, and CRM hygiene.

Kenntnisse

CRM management

Note taking

Appointment scheduling

Relationship management

Tools

CRM software

Jobbeschreibung

AO Garcia Agency seeks a virtual consultant who assesses client needs, explains options, and remains engaged after the first meeting. You will manage notes, appointments, and CRM hygiene to keep pipelines clean while delivering a high-touch experience from home.

This role emphasizes reliability, trainability, and eagerness to perform in a fully remote environment, with a structured onboarding and ongoing coaching using the current tech stack.