Part-Time Virtual Benefits Advisor

AO Garcia Agency; Grants Pass (OR); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Full training

Performance-based advancement

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. This remote role relies on a current tech stack and CRM hygiene to stay organized.

With no cold calling, a qualified-interest pipeline, full training, and performance-based advancement, you’ll grow with the company while working from home. You’ll be camera-ready, trainable, dependable, and driven to succeed in a fast-paced, relationship-focused environment.

Qualifications

• Must be comfortable working remotely and handling client interactions.
• Able to learn and navigate CRM hygiene and admin tasks.

Responsibilities

• Assess client needs and present viable options.
• Nurture client relationships after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-ready

Competitive

Tools

CRM system

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.