Member Benefits Advisor - Work From Home

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant who can assess client needs, teach options, and maintain the relationship after the first meeting.

You will also handle admin tasks: notes, appointments, CRM hygiene, and other back-office duties while following the current tech stack.

From day one you’ll receive full training, enjoy work-from-home flexibility, and have opportunities for performance-based advancement in a remote setup.

Responsibilities

• Virtual consultant role: assess needs, teach options, and maintain the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

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.