Remote Benefits Advisor — Training & Growth

AO Garcia Agency; Oregon; Hybride; USD 42 000 - 66 000; Plein temps

Avantages offerts par ce poste

Work from home

Full training

No cold calling

Résumé du poste

AO Garcia Agency is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. You will also handle admin tasks such as taking notes, scheduling appointments, and keeping CRM hygiene.

This remote role offers a work-from-home setup, comprehensive training, and the chance to progress through a performance-based advancement path while staying aligned with the current tech stack.

Responsabilités

• Assess client needs and present options.
• Maintain client relationship after initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Description du poste

AO Garcia Agency is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. You will also handle admin tasks such as taking notes, scheduling appointments, and keeping CRM hygiene.

This remote role offers a work-from-home setup, comprehensive training, and the chance to progress through a performance-based advancement path while staying aligned with the current tech stack.