Remote Benefits Advisor

AO Garcia Agency; United States; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Qualified-interest pipeline

Current tech stack

Performance-based advancement

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, tailor options, and stay in the relationship after the first meeting.

This role includes admin tasks such as taking notes, scheduling appointments, and keeping CRM hygiene, with no cold calling required.

You will interview clients on Zoom, leverage the current tech stack, and benefit from full training, a qualified-interest pipeline, and performance-based advancement in a remote, work-from-home setup.

Responsibilities

• Assess client needs and tailor options, maintaining relationship after initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Interviews on Zoom.

Skills

Interpersonal skills

Communication

Tools

CRM

Zoom

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.

Interviews on Zoom.