Benefits Education Representative - Remote

Aogarciaagency; West Chester (Chester County); Remote; USD 50.000 - 75.000; Vollzeit

Benefits dieser Stelle

Work from home

Full training

Current tech stack

Performance-based advancement

No cold calling

Qualified-interest pipeline

Zusammenfassung

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role emphasizes clear communication, problem solving, and a camera-friendly presence on Zoom.

You will handle admin tasks such as notes, appointments, and CRM hygiene, enjoy work-from-home flexibility, and engage in a structured training program with opportunities for advancement based on performance.

Qualifikationen

• Assess client needs and present suitable options.
• Maintain client relationships after initial meeting.
• Keep CRM notes and appointments up to date.
• Comfortable with camera-based interactions.

Aufgaben

• Assess needs, teach options, and nurture the relationship after the first meeting.
• Manage admin tasks: notes, appointments, and CRM hygiene.
• Participate in virtual interviews and virtual meetings.

Kenntnisse

CRM hygiene

Relationship building

Zoom interviews

Remote work

Tools

CRM software

Video conferencing

Zoom

Jobbeschreibung

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.