Remote Benefits Advisor—No Cold Call

AO Garcia Agency; Gilbert (AZ); Teletrabalho; USD 45 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Resumo da oferta

AO Garcia Agency seeks a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the initial meeting. This role focuses on consultative guidance and building trust in a remote setting.

Responsibilities include handling admin tasks, notes, appointments, and CRM hygiene, while interviews are conducted on Zoom. The position offers full training, access to a current tech stack, and work-from-home flexibility.

Qualificações

• Assess client needs, present options, and maintain relationship after initial meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Responsabilidades

• Assess client needs and present options; nurture relationship after the first meeting.
• Complete admin tasks: notes, appointments, CRM hygiene; supportZoom interviews.

Conhecimentos

CRM management

Virtual consulting

CRM hygiene

Zoom communication

Ferramentas

CRM software

Descrição da oferta de emprego

AO Garcia Agency seeks a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the initial meeting. This role focuses on consultative guidance and building trust in a remote setting.

Responsibilities include handling admin tasks, notes, appointments, and CRM hygiene, while interviews are conducted on Zoom. The position offers full training, access to a current tech stack, and work-from-home flexibility.