Remote Benefits Presenter

AO Garcia Agency; Surrey; Remote; CAD 45,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant who can assess client needs, present suitable options, and stay in the relationship after the first meeting to foster trust and repeat business. The role emphasizes understanding client goals, recommending solutions, and guiding decisions with confidence.

The position includes admin tasks (notes, appointments, CRM hygiene), comprehensive training, and the use of our current tech stack from a home-based setup.

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.

Tools

CRM

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.