Remote Benefits Advisor — Virtual Consultant

AO Garcia Agency; Olathe (KS); Remoto; USD 45.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descrizione del lavoro

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and maintain ongoing relationships after the initial meeting.

Responsibilities include administrative tasks such as notes, appointments, and CRM hygiene, with interviews conducted on Zoom.

This remote role in the United States offers full training, access to the current tech stack, and a path for performance-based advancement.

Mansioni

• Assess client needs and present options to guide decision making.
• Maintain CRM hygiene including notes and appointments.
• Conduct interviews on Zoom and manage virtual meetings.

Descrizione del lavoro

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and maintain ongoing relationships after the initial meeting.

Responsibilities include administrative tasks such as notes, appointments, and CRM hygiene, with interviews conducted on Zoom.

This remote role in the United States offers full training, access to the current tech stack, and a path for performance-based advancement.