Remote Benefits Account Representative

AO Garcia Agency; Lansdale (Montgomery County); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene while operating from home with our current tech stack.

A camera-friendly, driven, and trainable mindset is valued in delivering high-quality service. The role includes full training and a structured advancement path, with no cold calling and a qualified-interest pipeline to support

Qualifications

• Driven and trainable.
• Dependable and camera-friendly.
• Comfortable competing.

Responsibilities

• Assess clients' needs and teach options.
• Stay in relationship with clients after the first meeting.
• 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.