Client Benefits Coordinator - Remote

AO Garcia Agency; Eagle Mountain (UT); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Performance-based advancement

Job summary

AO Garcia Agency is seeking a virtual consultant who can assess client needs, present options, and maintain long-term relationships after the initial meeting. The role includes admin duties such as notes, appointments, and CRM hygiene, with work from home flexibility and ongoing training.

Successful candidates are driven, trainable, dependable, comfortable on camera, and able to handle a qualified-interest pipeline in a fast-paced environment.

Qualifications

• Ability to clearly communicate options to clients.
• Proven ability to nurture client relationships after initial meeting.
• Strong organizational skills for admin tasks and CRM hygiene.

Responsibilities

• Assess client needs and teach options in virtual meetings.
• Maintain client relationship after the first meeting.
• Complete admin tasks: notes, scheduling, CRM data hygiene.

Skills

Communication skills

Relationship building

Remote work discipline

Tools

CRM software

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.