Benefits Intake Representative - Work From Home

AO Garcia Agency; Lakeville (MN); À distance; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

AO Garcia Agency is seeking a self-driven virtual consultant to assess client needs, present options, and nurture the relationship beyond the first meeting. This role emphasizes relationship-building in a remote setup with ongoing training and support.

You will handle admin tasks such as notes, scheduling, and CRM hygiene while benefiting from a qualified-interest pipeline and performance-based advancement in a fully remote environment.

Responsabilités

• 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.

Description du poste

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.