Remote Benefits Advisor & Virtual Consultant

AO Garcia Agency; Alexandria (VA); Remote; USD 42.000 - 65.000; Vollzeit

Benefits dieser Stelle

No cold calling

Full training

Work from home

Zusammenfassung

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. This role focuses on guiding prospects remotely and delivering value without in-person visits.

You will handle admin tasks such as notes, appointments, and CRM hygiene, participate in a current tech stack, and take advantage of full training and a supportive pipeline. This position is remote with training provided.

Qualifikationen

• Proven communication skills for virtual consultations.
• Ability to manage client relationships post-initial meeting.
• Comfortable presenting options and guiding decisions remotely.

Aufgaben

• Conduct virtual consultations to assess client needs and present options.
• Maintain relationship after first meeting and ensure client satisfaction.
• Handle admin tasks: notes, appointments, CRM hygiene, and data entry.

Kenntnisse

Communication

Relationship-building

Remote work

Jobbeschreibung

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. This role focuses on guiding prospects remotely and delivering value without in-person visits.

You will handle admin tasks such as notes, appointments, and CRM hygiene, participate in a current tech stack, and take advantage of full training and a supportive pipeline. This position is remote with training provided.