Remote Benefits Advisor | No Cold Calling, Full Training

AO Garcia Agency; Woonsocket (RI); Remote; USD 50,000 - 80,000; 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, explain options, and maintain the relationship after the first meeting. This role emphasizes strong communication and relationship-building in a remote setting.

Administrative tasks include note-taking, appointment scheduling, and maintaining CRM hygiene. Training is provided, and the current tech stack supports remote work. Zoom interviews are part of the process, with performance-based advancement potential.

Responsibilities

• Assess needs, teach options, and maintain relationship after the first meeting.
• Admin duties include taking notes, scheduling appointments, and CRM hygiene.
• Interviews on Zoom.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, explain options, and maintain the relationship after the first meeting. This role emphasizes strong communication and relationship-building in a remote setting.

Administrative tasks include note-taking, appointment scheduling, and maintaining CRM hygiene. Training is provided, and the current tech stack supports remote work. Zoom interviews are part of the process, with performance-based advancement potential.