Remote Benefits Account Representative

AO Garcia Agency; Santa Ana (CA); Remote; USD 50,000 - 90,000; 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 who assesses client needs, presents options, and maintains the relationship after the first meeting. The role includes administrative duties such as note-taking, scheduling, and keeping CRM hygiene up to date.

Candidates should be driven, trainable, dependable, and comfortable on camera. It’s a remote position with potential for advancement and comprehensive training.

Qualifications

• Traits that help in a consultative role: driven, trainable, dependable.
• Comfortable with cameras and virtual interactions.

Responsibilities

• Assess client needs and present options.
• Maintain relationship after the first meeting.
• Handle admin tasks like notes, appointments, and CRM hygiene.

Skills

Relationship building

Trainable

Dependable

Competitive

Comfortable on camera

Tools

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.