Part-Time Benefits Navigator - Work From Home

AO Garcia Agency; Frisco (TX); À distance; USD 45 000 - 90 000; Plein temps

Avantages offerts par ce poste

Work from home

No cold calling

Full training

Résumé du poste

AO Garcia Agency is seeking a virtual consultant who assesses needs, presents options, and sustains the relationship after the first meeting. The role emphasizes relationship-building and proactive guidance.

The position includes admin tasks such as notes, appointments, and CRM hygiene, with training provided and the benefit of working from home using the current tech stack.

Responsabilités

• Assess needs and present options to clients.
• Maintain the relationship after the first meeting.
• Handle admin tasks including notes, appointments, and CRM hygiene.

Description du poste

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.