Virtual Client Advisor | Remote, Full Training, No Cold Calling

Aogarciaagency; Town of Newark (WI); Remote; USD 50,000 - 75,000; 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, teach options, and sustain the relationship after the first meeting. Administrative duties include notes, scheduling, and CRM hygiene. The role offers full training and a current tech stack with work-from-home flexibility.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to participate in Zoom interviews. No cold calling is involved.

Qualifications

• Traits the team is looking for: driven, trainable, dependable, comfortable competing, good on camera.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Comfortable on camera

Zoom interview friendly

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and sustain the relationship after the first meeting. Administrative duties include notes, scheduling, and CRM hygiene. The role offers full training and a current tech stack with work-from-home flexibility.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to participate in Zoom interviews. No cold calling is involved.