At-Home Benefits Planning Specialist

AO Garcia Agency; Huron (SD); A distancia; USD 50.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descripción de la vacante

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role emphasizes staying connected with clients post-initial contact and leveraging the current tech stack.

Admin duties include notes, appointments, and CRM hygiene, with full training provided and a qualified-interest pipeline. Interviews are conducted on Zoom, and the position supports remote work from home.

Responsabilidades

• Assess client needs and educate on options while maintaining relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Participate in Zoom interviews.

Descripción del empleo

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.