Part-Time Virtual Benefits Advisor

AO Garcia Agency; San Diego (CA); Remote; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. This role includes admin tasks like notes, appointments, and CRM hygiene, with full training and work-from-home flexibility.

You'll operate remotely from California, collaborating with a small team, focusing on building trust and guiding clients through options. Performance-based advancement awaits successful contributors.

Aufgaben

• Assess client needs and present options to support decision making.
• Maintain and update notes, calendar appointments and CRM hygiene.

Jobbeschreibung

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.