Part-Time Family Benefits Consultant - Remote

Aogarciaagency; Durham (NC); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency in Durham, NC is seeking a virtual consultant to assess client needs and guide options after the initial meeting. You’ll build ongoing relationships and manage admin tasks as part of the role.

The position emphasizes a remote-capable workflow, with full training, a structured pipeline, and a focus on CRM hygiene and scheduling. No cold calling is required, and performance-based advancement is offered.

Qualifications

• Assess client needs and present options.
• Maintain CRM hygiene and scheduling.
• Stay in contact after initial meeting.

Responsibilities

• Assess client needs and present options to move them forward.
• Maintain notes, schedule appointments, and keep CRM up to date.

Skills

Needs assessment

Consultative selling

CRM hygiene

Relationship management

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.