Remote Benefits Advisor | Virtual Consultant

AO Garcia Agency; Hot Springs (AR); Remote; USD 50,000 - 90,000; 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 who assesses client needs, presents options, and nurtures the relationship after the initial meeting.

The role includes administrative duties such as note-taking, scheduling, CRM hygiene, and keeping the pipeline healthy. It emphasizes training, current tech stack, and the flexibility to work from home.

The right candidate is driven, trainable, dependable, and comfortable with cameras, reflecting the traits that work here.

Responsibilities

• Assess client needs and present options to guide decisions.
• Maintain the relationship after the initial meeting to foster trust.

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and nurtures the relationship after the initial meeting.

The role includes administrative duties such as note-taking, scheduling, CRM hygiene, and keeping the pipeline healthy. It emphasizes training, current tech stack, and the flexibility to work from home.

The right candidate is driven, trainable, dependable, and comfortable with cameras, reflecting the traits that work here.