Part-Time Remote Benefits Representative

AO Garcia Agency; Oregon; Hybrid; USD 28,000 - 55,000; 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 seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. You will manage admin tasks including notes, appointments, and CRM hygiene from a remote setting.

The role emphasizes a qualified-interest pipeline, ongoing training, and advancement based on performance, with access to current tech stack and a work-from-home setup.

Qualifications

• Experience with virtual consulting and CRM hygiene is a plus.
• Ability to assess needs and present options remotely.

Responsibilities

• Assess client needs, teach options, and maintain relationship after initial meeting.
• Handle admin tasks: notes, appointments, 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.