Remote Benefits Concierge: Virtual Advisor & Growth

AO Garcia Agency; United States; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and nurture the relationship after the initial meeting. You will work remotely and participate in a structured training program on the current tech stack to support your success.

The role includes essential admin duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, with opportunities for performance-based advancement.

Responsibilities

• Assess client needs and educate options for them.
• Maintain CRM hygiene, take notes, schedule appointments, and manage follow-ups after the first meeting.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and nurture the relationship after the initial meeting. You will work remotely and participate in a structured training program on the current tech stack to support your success.

The role includes essential admin duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, with opportunities for performance-based advancement.