Remote Family Benefits Consultant

Aogarciaagency; Richmond; Remote; CAD 40,000 - 68,000; Full time

Benefits offered by this job

Work from home

No cold calling

Performance-based advancement

Full training

Current tech stack

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and nurture relationships after the first meeting. The role includes essential admin tasks—notes, appointments, CRM hygiene—performed remotely from a home office.

You will participate in Zoom interviews, receive full training, and benefit from performance-based advancement guided by a modern tech stack.

Qualifications

• Experience handling client CRM and admin tasks preferred.
• Ability to assess needs and present options to clients.
• Comfortable engaging clients via video during Zoom interviews.

Responsibilities

• Assess client needs and present suitable options.
• Nurture client relationships after initial meeting.
• Handle notes, appointments and CRM hygiene from a home office.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Tools

CRM

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and nurture relationships after the first meeting. The role includes essential admin tasks—notes, appointments, CRM hygiene—performed remotely from a home office.

You will participate in Zoom interviews, receive full training, and benefit from performance-based advancement guided by a modern tech stack.