Remote Benefits Advisor — Virtual Support Specialist

Aogarciaagency; Iowa City (IA); Remote; USD 60,000 - 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

Aogarciaagency is seeking a virtual consultant in the United States to assess client needs, present options, and guide them through decisions after the initial meeting.

You will handle administrative tasks like notes, appointments, and CRM hygiene, and you will work from home with full training and ongoing support.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and ready to advance based on performance.

Qualifications

• Ability to assess client needs and articulate options clearly.
• Comfortable working from home and managing CRM tasks.

Responsibilities

• Assess client needs and identify viable solutions.
• Educate clients on available options and benefits.
• Maintain ongoing relationship after initial meeting to nurture trust.

Skills

Needs assessment

Consultation skills

Relationship management

Tools

CRM software

Tech stack familiarity

Job description

Aogarciaagency is seeking a virtual consultant in the United States to assess client needs, present options, and guide them through decisions after the initial meeting.

You will handle administrative tasks like notes, appointments, and CRM hygiene, and you will work from home with full training and ongoing support.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and ready to advance based on performance.