Benefits Education Representative - Remote

AO Garcia Agency; Vienna (WV); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, teach viable options, and sustain relationships after the initial meeting. The role includes administrative duties such as notes, scheduling, and maintaining CRM hygiene.

You will work from home with full training and ongoing support. Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to thrive in a performance-based environment with a current tech stack.

Qualifications

• Experience in virtual consultations or advisory roles.
• Strong communication and listening skills.
• Ability to work independently in a remote setting.

Responsibilities

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

Skills

Relationship building

Communication

Trainable

Tools

CRM software

Virtual meeting tools

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.