Remote Virtual Consultation Specialist

AO Garcia Agency; Boulder (CO); Remoto; USD 50.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

Full training

Work from home

Descrizione del lavoro

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes administrative tasks like notes and CRM hygiene, with the flexibility of working from home.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with the ability to thrive in a remote, performance-based environment offering full training and a current tech stack.

Competenze

• Ability to assess client needs and educate options.
• Maintain CRM hygiene and precise notes.

Mansioni

• Assess client needs and present suitable options to clients.
• Nurture client relationships after the first meeting.
• Maintain clean and up-to-date CRM records and notes.
• Schedule and coordinate follow-up appointments.

Conoscenze

Communication

CRM management

Relationship-building

Strumenti

CRM software

Descrizione del lavoro

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes administrative tasks like notes and CRM hygiene, with the flexibility of working from home.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with the ability to thrive in a remote, performance-based environment offering full training and a current tech stack.