Remote Benefits Advisor

AO Garcia Agency; Castle Rock (CO); À distance; USD 50 000 - 75 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting from the comfort of their home.

The role also covers administrative duties such as taking notes, scheduling appointments, and keeping CRM hygiene up to date, using the current tech stack to stay organized and responsive.

Responsabilités

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Description du poste

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.