Member Benefits Advisor - Work From Home

AO Garcia Agency; Alexandria (VA); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. This role focuses on guiding prospects remotely and delivering value without in-person visits.

You will handle admin tasks such as notes, appointments, and CRM hygiene, participate in a current tech stack, and take advantage of full training and a supportive pipeline. This position is remote with training provided.

Qualifications

• Proven communication skills for virtual consultations.
• Ability to manage client relationships post-initial meeting.
• Comfortable presenting options and guiding decisions remotely.

Responsibilities

• Conduct virtual consultations to assess client needs and present options.
• Maintain relationship after first meeting and ensure client satisfaction.
• Handle admin tasks: notes, appointments, CRM hygiene, and data entry.

Skills

Communication

Relationship-building

Remote work

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.