Remote Benefits Advisor — Full Training & Growth Path

AO Garcia Agency; San Diego (CA); Remote; 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 is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. This role includes admin tasks like notes, appointments, and CRM hygiene, with full training and work-from-home flexibility.

You'll operate remotely from California, collaborating with a small team, focusing on building trust and guiding clients through options. Performance-based advancement awaits successful contributors.

Responsibilities

• Assess client needs and present options to support decision making.
• Maintain and update notes, calendar appointments and CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. This role includes admin tasks like notes, appointments, and CRM hygiene, with full training and work-from-home flexibility.

You'll operate remotely from California, collaborating with a small team, focusing on building trust and guiding clients through options. Performance-based advancement awaits successful contributors.