Remote Benefits Advisor - Full Training & Growth

AO Garcia Agency; Meridian (ID); Remote; USD 34,000 - 55,000; 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 seeks a Virtual Consultant to assess client needs, present options, and nurture relationships after the first meeting. The role emphasizes guidance and tailored solutions, not hard selling.

Administrative duties include notes, scheduling, and CRM hygiene, with interviews conducted on Zoom. This remote position offers training and the chance to work with the current tech stack.

Qualifications

• Virtual consultant role focused on assessing needs, teaching options, and maintaining relationships after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.
• Interviews conducted on Zoom.

Responsibilities

• You assess client needs and guide options without hard selling.
• Maintain CRM hygiene and administrative tasks.

Job description

AO Garcia Agency seeks a Virtual Consultant to assess client needs, present options, and nurture relationships after the first meeting. The role emphasizes guidance and tailored solutions, not hard selling.

Administrative duties include notes, scheduling, and CRM hygiene, with interviews conducted on Zoom. This remote position offers training and the chance to work with the current tech stack.