Remote Benefits Advisor

AO Garcia Agency

Johnston (RI)

Remote

USD 50.000 - 70.000

Vollzeit

Vor 3 Tagen

Sei unter den ersten Bewerbenden

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Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and manage ongoing relationships after the initial meeting.

The role includes administrative duties such as note-taking, appointment scheduling, and CRM hygiene, with training provided. A home-based position emphasizes reliability, drive, and camera comfort in a remote setup.

Aufgaben

Assess needs and present options to clients.
Nurture relationships and stay engaged after the first meeting.
Admin tasks: take notes, schedule appointments, maintain CRM hygiene.

Kenntnisse

Driven

Trainable

Dependable

Competitive

Camera-friendly

Tools

CRM

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.

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