Client Benefits Coordinator - Remote

AO Garcia Agency; Kapolei (HI); Remote; USD 45,000 - 70,000; 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 virtual consultant who assesses client needs, teaches options, and maintains relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with full training and access to the current tech stack.

Work-from-home flexibility is offered, supporting a structured pipeline and performance-based advancement. Ideal candidates are driven, trainable, dependable, and comfortable on camera, with a proactive

Qualifications

• Assess client needs and present suitable options.
• Maintain CRM notes, appointments and data hygiene.
• Engage with clients and nurture relationships after initial meeting.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, scheduling and CRM hygiene.
• Utilize the current tech stack to support virtual consultations.

Skills

Driven

Trainable

Dependable

Camera-friendly

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.