Remote Benefits Account Representative

Aogarciaagency; Provo (UT); Remote; USD 50,000 - 70,000; 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

Aogarciaagency is seeking a remote virtual consultant to assess client needs, explain options, and nurture the relationship after the initial meeting. The role emphasizes swift qualification, clear communication, and ongoing account stewardship from home.

Admin tasks are part of the job: keeping notes, scheduling appointments, and maintaining CRM hygiene. The position includes comprehensive training, a qualified-interest pipeline, and opportunities for advancement based on performance, all while

Qualifications

• Need to build trust and communicate clearly with clients.
• Ability to learn options quickly and teach them effectively.
• Comfortable engaging clients on camera and in virtual settings.

Responsibilities

• Assess client needs and present appropriate options.
• Stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Relationship-building

Adaptability

Camera comfort

Tools

CRM

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.