Remote Benefits Advisor

AO Garcia Agency; Kansas; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

AO Garcia Agency seeks a remote virtual consultant who assesses client needs, presents options, and remains engaged after the first meeting. Work from home with modern tools and a focus on relationship-building.

Admin duties include notes, appointments, and CRM hygiene. You’ll receive full training and a path for performance-based advancement in a supportive, remote-first team.

We value clear communication, accountability, and a willingness to learn as we scale our client relationships.

Qualifications

• Strong communication and relationship-building skills.
• Ability to manage admin tasks accurately.

Responsibilities

• Assess customer needs and guide options during the initial contact.
• Maintain the relationship after the first meeting to foster trust.
• Handle administrative duties including notes, appointments, and CRM hygiene.

Skills

Communication

Remote work discipline

Tools

CRM software

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.