Remote Benefits Advisor | Lead Nurturing & Solutions

AO Garcia Agency; Hendersonville (TN); Remote; USD 45,000 - 60,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes admin tasks such as notes, appointment scheduling, and maintaining CRM hygiene.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. This remote position offers full training and a qualified-interest pipeline with no cold calling.

Qualifications

• Strong communication skills to assess needs and present options clearly.
• Ability to maintain CRM hygiene and accurate notes.
• Comfortable presenting on camera in a virtual setting.

Responsibilities

• Assess client needs during virtual consultations.
• Present and teach options to clients to guide decisions.
• Maintain relationships with clients after initial meeting.
• Handle administrative tasks: notes, schedule appointments, update CRM.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes admin tasks such as notes, appointment scheduling, and maintaining CRM hygiene.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. This remote position offers full training and a qualified-interest pipeline with no cold calling.