Remote Benefits Advisor & Virtual Consultant

Aogarciaagency; St. George (LA); Remote; USD 40,000 - 65,000; 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

Aogarciaagency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes administrative tasks such as note-taking, scheduling, and CRM hygiene, all performed remotely.

The position emphasizes being driven, trainable, and dependable, with comfort on camera and a willingness to compete. Interviews are conducted via Zoom, and training is provided to ensure success in a remote setting.

Qualifications

• Driven, trainable and dependable work ethic.
• Ability to conduct virtual interactions with customers on Zoom.
• Strong self-management for remote CRM hygiene.

Responsibilities

• Assess needs and teach options during virtual consultations.
• Maintain notes, appointments, and CRM hygiene.
• Stay in the relationship after the first meeting.

Skills

Self-motivated

Disciplined

Willingness to work remotely

Comfortable on camera

Competitive spirit

Job description

Aogarciaagency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes administrative tasks such as note-taking, scheduling, and CRM hygiene, all performed remotely.

The position emphasizes being driven, trainable, and dependable, with comfort on camera and a willingness to compete. Interviews are conducted via Zoom, and training is provided to ensure success in a remote setting.