Home-Based Member Benefits Representative

AO Garcia Agency; Oregon; Hybrid; USD 48,000 - 72,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach available options, and nurture the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene, with work-from-home flexibility.

In this position, you will be part of a team that values drive, trainability, dependability, and a comfort with camera-based interactions. Expect full training and opportunities for advancement based on performance.

Responsibilities

• Assess needs and tailor options for clients.
• Maintain relationship after the first meeting and manage ongoing engagement.

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.