Benefits Support Representative - Work From Home

AO Garcia Agency; Oregon; Hybrid; 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 seeks a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. Admin duties include notes, appointments, and CRM hygiene, with a current tech stack and work-from-home setup.

The role emphasizes a no cold-calling approach, a qualified-interest pipeline, and opportunities for performance-based advancement, with full training and ongoing support.

Qualifications

• Admin tasks include notes, appointments and CRM hygiene.
• Ability to work from home and manage client relationships remotely.

Responsibilities

• Assess client needs and present options.
• Stay in the relationship after the first meeting.
• Handle admin tasks and keep CRM up to date.

Skills

CRM hygiene

Relationship management

Time management

Tools

CRM

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.