Benefits Solutions Specialist - Work From Home

AO Garcia Agency; Oregon; Hybrid; USD 40,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, teach options, and nurture relationships after the initial meeting. You will handle administrative tasks, maintain CRM hygiene, and schedule follow-ups from a home-based setup.

This role emphasizes strong communication, reliable internet, and comfort with video tools. Training is provided and the position supports remote work from the United States.

Qualifications

• Experience in virtual consulting or sales is a plus.
• Strong communication and listening skills.
• Comfortable working from home with reliable internet.

Responsibilities

• Assess client needs during the initial meeting.
• Present options and guide client decisions.
• Maintain relationships after first meeting and ensure follow-up.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Skills

Needs assessment

Consultative selling

CRM management

Appointment setting

Relationship building

Tools

CRM software

Video conferencing

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.