Remote Benefits Advisor — Full Training & Growth Path

AO Garcia Agency; Oregon; Hybrid; USD 60,000 - 90,000; 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, teach options, and stay in the relationship after the first meeting. Admin duties include notes, appointments, and CRM hygiene, with a current tech stack and work-from-home setup.

The role emphasizes a no cold-calling approach, a qualified-interest pipeline, and opportunities for performance-based advancement, with full training and ongoing support.

Qualifications

• Admin tasks include notes, appointments and CRM hygiene.
• Ability to work from home and manage client relationships remotely.

Responsibilities

• Assess client needs and present options.
• Stay in the relationship after the first meeting.
• Handle admin tasks and keep CRM up to date.

Skills

CRM hygiene

Relationship management

Time management

Tools

CRM

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. Admin duties include notes, appointments, and CRM hygiene, with a current tech stack and work-from-home setup.

The role emphasizes a no cold-calling approach, a qualified-interest pipeline, and opportunities for performance-based advancement, with full training and ongoing support.