Client Benefits Coordinator - Remote

AO Garcia Agency; Rochester Hills (MI); Remote; USD 38,000 - 62,000; 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 will assess client needs, teach options, and stay in the relationship after the first meeting.

Admin tasks include notes, appointments, and CRM hygiene, all performed remotely. Interviews on Zoom accompany this opportunity.

Qualifications

• Must be comfortable working in a virtual environment.
• Excellent communication via Zoom and other video tools.
• Experience using a CRM and maintaining hygiene of records.

Responsibilities

• Assess client needs, present options, and nurture the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Comfortable with camera

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.

Interviews on Zoom.