Client Needs Advisor - Remote

Summary

AO - Anebo (A-Team) Agency is seeking a Client Needs Advisor to work remotely with prospective clients. The role involves assessing needs, teaching available options, maintaining client relationships after the initial meeting, and handling administrative tasks such as notes, appointments, and CRM hygiene.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting
• Admin is part of the job: notes, appointments, CRM hygiene

Skills

• Driven
• Trainable
• Dependable
• Comfortable competing
• Fine with a camera

Qualifications

Must Haves

• Driven
• Trainable
• Dependable
• Comfortable competing
• Fine with a camera

Benefits

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home