Remote Team Lead - Client Services

Aogarciaagency; Hartford (CT); Remote; USD 60,000 - 90,000; Full time

Job summary

Aogarciaagency is seeking a virtual consultant who can assess client needs, teach options, and manage the relationship after the first meeting.

You will handle admin tasks like notes, appointments, and CRM hygiene, with full training and a focus on building a qualified-interest pipeline from home.

Qualifications

• Experience in virtual client advisory or consulting.
• Familiar with maintaining CRM hygiene and accurate notes.
• Strong online communication and listener skills.

Responsibilities

• Assess client needs and tailor options.
• Educate clients on available options and outcomes.
• Maintain post-meeting relationships with clients.

Skills

Needs assessment

Consultative selling

Relationship management

Remote communication

Tools

CRM software

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.