Remote Benefits Intake Associate

Aogarciaagency; Oakville; À distance; CAD 55 000 - 85 000; Plein temps

Avantages offerts par ce poste

No cold calling

Full training

Work from home

Résumé du poste

Aogarciaagency is seeking a virtual consultant who assesses client needs, explains options clearly, and stays engaged after the initial meeting. The role emphasizes building trust and guiding clients through decisions.

The position includes administrative duties such as notes, appointments, and CRM hygiene, with a focus on a clean pipeline and seamless remote collaboration. Interviews on Zoom are conducted as part of the process.

Responsabilités

• Assess client needs and present options to educate and guide decisions.
• Maintain ongoing client relationship after the initial meeting; handle admin tasks, notes, appointments, CRM hygiene.

Description du poste

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.