100% Remote Benefits Navigator

AO Garcia Agency; Augusta (ME); Remote; USD 42,000 - 65,000; 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 in Augusta, ME seeks a virtual consultant who assesses client needs, presents options, and sustains the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and maintaining CRM hygiene.

The position offers work-from-home flexibility with training and an established tech stack. Ideal candidates are driven, trainable, and dependable, comfortable on camera, and willing to thrive in a results-oriented environment with ongoing

Qualifications

• Experience with virtual consulting and CRM hygiene.
• Ability to assess client needs and present options.

Responsibilities

• Assess client needs and educate on options.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM management

Note taking

Appointment scheduling

Remote work

Tools

CRM software

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.