Part-Time Virtual Benefits Advisor

AO Garcia Agency; Huntington (WV); Remote; USD 50,000 - 80,000; 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 to assess client needs, teach options, and sustain the relationship after the first meeting. You will handle administrative tasks such as notes, appointments, and CRM hygiene.

The role offers remote work with full training, a current tech stack, and no cold calling, plus a path for performance-based advancement.

Qualifications

• Strong communication and relationship-building skills.
• Ability to maintain CRM hygiene and accurate notes.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks include notes, appointments, 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.