Part-Time Member Benefits Advisor - Remote

AO Garcia Agency; Fort Collins (CO); Remote; USD 60,000 - 85,000; 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 relationships after the initial meeting. This role is conducted from home and includes full training and a clear path for advancement.

You will handle admin tasks such as notes, appointments, and CRM hygiene while using a current tech stack to support client discussions and follow‑ups.

Responsibilities

• Assess client needs and present options after the initial meeting.
• Maintain client relationships and follow up after the first meeting.
• Handle admin tasks such as notes, scheduling, and 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.