Benefits Intake Representative - Work From Home

AO Garcia Agency; Oregon; Hybride; USD 55 000 - 90 000; 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 virtual consultant in the United States. In this role you assess client needs, teach viable options, and nurture the relationship after the first meeting.

Admin tasks are part of the job, including notes, appointment scheduling, and CRM hygiene. The position offers remote work from home with current tech stack support and a path for advancement based on performance.

Responsabilités

• Assesses client needs and presents viable options.
• Maintains client relationship after the first meeting.
• Performs admin tasks such as taking notes, scheduling appointments, and 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.