Part-Time Member Benefits Advisor - Remote

AO Garcia Agency; Kenosha (WI); Remote; USD 40,000 - 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

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

The role includes administrative duties such as notes, calendar management, CRM hygiene, and timely follow-ups. It offers work from home, Zoom interviews, and comprehensive training to get you up to speed.

A supportive team environment with clear advancement opportunities based on performance.

Responsibilities

• Assess client needs and explain available options.
• Maintain client relationship after the initial meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene, and calendar management.

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.

Interviews on Zoom.