Household Benefits Consultant - Remote

Aogarciaagency; Sherwood (AR); Remote; USD 40,000 - 56,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Remote work

Job summary

Aogarciaagency is seeking a virtual consultant who helps assess client needs, teaches options, and stays in the relationship after the first meeting. Admin duties include notes, appointments and CRM hygiene, with a structured pipeline and ongoing support.

The role offers training, a current tech stack, and the flexibility to work from home while collaborating with a remote team. Strong organization and communication are valued.

Qualifications

• Assess client needs and present options while maintaining relationships after meetings.
• Manage notes, appointments and CRM hygiene as part of daily admin tasks.
• No cold calling; a qualified-interest pipeline is provided.

Responsibilities

• Assess needs and present options to clients.
• Maintain relationships after the initial meeting.
• Keep CRM up-to-date and schedule follow-ups.

Skills

CRM management

Relationship building

Administrative tasks

Remote work

Tools

CRM system

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.