Remote Benefits Advisor - Virtual, Full Training, No Cold Calling

AO Garcia Agency; Goose Creek (SC); 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

AO Garcia Agency is seeking a virtual consultant who assesses client needs, educates on options, and maintains the relationship after the initial meeting. Administrative duties include notes, scheduling, and CRM hygiene, with interviews conducted on Zoom.

The position offers work-from-home flexibility and room for advancement based on performance and training. Ideal candidates are driven, trainable, dependable, and comfortable on camera.

Qualifications

• Interviews conducted via Zoom.

Responsibilities

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

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, educates on options, and maintains the relationship after the initial meeting. Administrative duties include notes, scheduling, and CRM hygiene, with interviews conducted on Zoom.

The position offers work-from-home flexibility and room for advancement based on performance and training. Ideal candidates are driven, trainable, dependable, and comfortable on camera.