Benefits Concierge - Work From Home

AO Garcia Agency; Morristown (VT); Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and stay engaged after the first meeting. The role includes admin duties like notes, appointments, and keeping the CRM up to date.

Enjoy a work-from-home setup with the benefit of full training and a current tech stack to support your success in a remote environment.

Qualifications

• Experience in virtual consultation and relationship management.
• Ability to maintain CRM hygiene and schedule appointments.

Responsibilities

• Assess client needs and present options.
• Follow up to maintain relationship after the first meeting.
• Manage notes, appointments, and 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.