Remote Benefits Advisor | Virtual Consultant & Client Builder

Aogarciaagency; Twin Falls (ID); Remote; USD 45,000 - 75,000; 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 is seeking a virtual consultant to assess client needs, teach options, and nurture the relationship after the initial meeting. This role includes administrative duties such as notes, scheduling, and CRM hygiene, and operates with a current tech stack.

The position offers work-from-home flexibility, a structured training program, and a pipeline focused on qualified-interest opportunities, with no cold calling required.

Qualifications

• Assess client needs and present options after discovery.
• Maintain client relationship after the first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Relationship building

Needs assessment

Consultative selling

Prospect management

Camera comfortable

Tools

CRM software

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and nurture the relationship after the initial meeting. This role includes administrative duties such as notes, scheduling, and CRM hygiene, and operates with a current tech stack.

The position offers work-from-home flexibility, a structured training program, and a pipeline focused on qualified-interest opportunities, with no cold calling required.