Benefits Concierge - Work From Home

Job summary

You will assess client needs, present options, and maintain ongoing relationships with clients. Additionally, you are responsible for administrative duties including note-taking, scheduling appointments, and maintaining CRM data.

Job details

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. If that is your default setting, apply. Interviews on Zoom. \n \n

What you’ll do

You will assess client needs, present options, and maintain ongoing relationships with clients. Additionally, you are responsible for administrative duties including note-taking, scheduling appointments, and maintaining CRM data.

Requirements

Candidates should be driven, trainable, dependable, and comfortable working on camera. The role requires a professional who is comfortable in a competitive environment.

Benefits

• Full training
• Performance-based advancement

Listed skills

• Time management · Preferred
• Communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Consulting
• Customer relationship management
• Administrative tasks
• Communication
• Time management
• Tech proficiency
• Client Needs Assessment
• Competitive Environment
• Administrative Support
• Zoom (Video Conferencing Tool)
• Administrative Functions
• Customer Relationship Management
• Cold Calling
• Time Management
• Setting Appointments

Job areas

• Consulting
• Customer Service & Support
• Administrative
• Sales
• Benefits Consultant
• Concierge
• Client Information Workers Not Elsewhere Classified
• Concierges

More jobs from AO Garcia Agency