Virtual Client Portfolio Advisor

Aogarciaagency; Woonsocket (RI); Remoto; USD 55.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descrizione del lavoro

Aogarciaagency is seeking a virtual consultant in the United States (Rhode Island area) to assess needs, present options, and guide clients through the early stages of engagement. The role emphasizes relationship-building and professional communication.

You will handle administrative tasks, keep notes, schedule appointments, and maintain CRM hygiene. This remote position offers training, a current tech stack, and work-from-home flexibility.

Competenze

• Interviews on Zoom.

Mansioni

• Assess client needs, present options, and guide next steps.
• Maintain relationships after initial meeting.
• Handle admin tasks including notes, appointments, and CRM hygiene.

Conoscenze

Driven

Trainable

Dependable

Camera-friendly

Competitive

Zoom

Strumenti

Zoom

Descrizione del lavoro

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.

Interviews on Zoom.