At-Home Benefits Planning Specialist

AO Garcia Agency; Oregon; Hybrid; USD 40,000 - 70,000; 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 to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with training provided.

Ideal candidates are driven, trainable and dependable, comfortable on camera and able to work from home. The position emphasizes a qualified-interest pipeline and performance-based advancement, with ongoing support and resources.

Qualifications

• Notes, appointments, CRM hygiene are part of admin duties.
• Flexibility to work remotely is expected.

Responsibilities

• Assess client needs and present options.
• Teach clients about available solutions.
• Maintain relationship after the first meeting.
• Handle administrative tasks like notes, scheduling, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

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.