Benefits Navigator - Work From Home

AO Garcia Agency; Kirkland (WA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a remote virtual consultant in the United States. You will assess client needs, teach available options, and maintain the relationship after the first meeting.

Administrative duties include notes, appointments, and keeping the CRM clean and up-to-date. This role emphasizes being driven, trainable, and dependable, with comfort on camera and competitive performance growth through a structured advancement path.

Responsibilities

• Assess client needs and present options to guide decision-making.
• Stay in the relationship after the first meeting to facilitate ongoing support and upsell opportunities.
• Handle administrative tasks including taking notes, scheduling appointments, and CRM hygiene.

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.