Home-Based Family Benefits Specialist

AO Garcia Agency; Lancaster (Lancaster County); Remote; 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, present suitable options, and sustain the relationship after the initial meeting. The role includes administrative duties such as note-taking, appointment scheduling, and CRM hygiene while enabling you to work from home.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and capable of competitive performance, with a focus on building long-term client relationships.

Responsibilities

• Assess client needs and present options to build value.
• Stay in the relationship after the first meeting and manage CRM hygiene and administrative tasks.

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.