Part-Time Member Benefits Advisor - Remote

AO Garcia Agency; Oregon; Hybrid; USD 34,000 - 83,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and guide them from the first meeting through the decision process. You will handle administrative tasks such as notes, scheduling, and CRM hygiene while working from home.

This role emphasizes the ability to stay client-focused, adapt to virtual communication, and maintain relationships after initial contact. Training is provided to get you up to speed.

Responsibilities

• Assess needs and present options to clients.
• Maintain the client relationship after the first meeting and ensure follow-up.

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.