Work From Home - Client Benefits Associate

Aogarciaagency; Lubbock (TX); Remoto; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes admin duties such as taking notes, scheduling appointments, and maintaining CRM hygiene.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with interviews conducted via Zoom. Training is provided and there is a clear path for advancement within a performance-driven environment.

Competenze

• Assess client needs and tailor options accordingly.
• Maintain CRM hygiene and schedule follow-ups.

Mansioni

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM upkeep.
• Conduct interviews and coordinate via 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.