Home-Based Benefits Representative

Aogarciaagency; Burnaby; Remote; CAD 40,000 - 70,000; Part time

Benefits offered by this job

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant based in Canada to assess client needs, present options, and guide decisions after the first meeting. The role includes admin duties such as notes, scheduling, and CRM hygiene, while maintaining ongoing client relationships.

Interviews are conducted via Zoom, and training is provided to become proficient with the current tech stack. You will thrive if you are driven, trainable, dependable, comfortable on camera, and able to work from home with a

Qualifications

• Experience in virtual consulting and client relationship management.
• Willingness to handle admin tasks and CRM hygiene.

Responsibilities

• Assess client needs and present options.
• Teach options and guide decisions after first meeting.
• Maintain relationship post-meeting.
• Handle administrative tasks like notes, appointments and CRM hygiene.

Skills

Needs assessment

Relationship management

CRM hygiene

Administrative tasks

Zoom interviews

Remote work

Tools

CRM software

Zoom

Job description

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.