Home-Based Family Benefits Specialist

Aogarciaagency; Hilo (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

Aogarciaagency seeks a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene, all executed from a work-from-home setup.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and ready to navigate a qualified-interest pipeline with full training and ongoing support.

Qualifications

• Assess client needs and present options clearly.
• Maintain CRM hygiene and administrative tasks.
• Ability to work effectively from home.

Responsibilities

• Assess client needs and teach options.
• Stay in the relationship after the first meeting.
• Handle notes, appointments, and CRM hygiene.

Skills

Needs assessment

Consultative selling

Relationship management

CRM usage

Administrative skills

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.