Part-Time Family Benefits Consultant - Remote

AO Garcia Agency; Havre (MT); Remote; USD 42,000 - 65,000; 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

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting.

Responsibilities include administrative tasks such as notes, scheduling, CRM hygiene, and leveraging our current tech stack to work effectively from home.

Qualifications

• Must be able to assess client needs and explain options clearly.
• Able to maintain client relationships after initial meeting.
• Comfortable working remotely with video and chat tools.

Responsibilities

• Assess client needs and present suitable options.
• Maintain ongoing relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Needs assessment

Relationship building

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.