Virtual Client Advisor - Remote & Growth-Oriented

Aogarciaagency; Meridian (ID); Remote; USD 45,000 - 70,000; 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 maintain the relationship after the first meeting. The role includes administrative tasks such as taking notes, scheduling appointments, and ensuring CRM hygiene. Zoom interviews are used for screening.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. This position offers full training and a pathway for performance-based advancement.

Qualifications

• Ability to assess client needs and present options.
• Comfortable maintaining relationships after initial meeting.
• Strong administrative skills including notes and appointment tracking.

Responsibilities

• Assess client needs and teach suitable options.
• Maintain ongoing relationship after first meeting.
• Handle admin tasks such as notes, scheduling, and CRM hygiene.

Skills

Needs assessment

CRM hygiene

Relationship management

Notes & admin

Tools

CRM software

Zoom

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the first meeting. The role includes administrative tasks such as taking notes, scheduling appointments, and ensuring CRM hygiene. Zoom interviews are used for screening.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. This position offers full training and a pathway for performance-based advancement.