Household Benefits Consultant - Remote

AO Garcia Agency; Oregon; Hybrid; USD 34,000 - 55,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and stay engaged after the first meeting. This role prioritizes relationship-building and strong remote communication.

Administrative tasks are part of the seat, including notes, scheduling, and maintaining CRM hygiene. The position offers work from home and opportunities for training and advancement.

Qualifications

• Assess client needs and propose suitable options.
• Maintain relationships after initial meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs, teach options, and stay in relationship after the first meeting.
• Admin duties: notes, appointments, and CRM hygiene.

Skills

CRM proficiency

Remote communication

Relationship management

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.