Remote Benefits Concierge | Virtual Consultant

AO Garcia Agency; Oregon; Hybrid; USD 35,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Qualified-interest pipeline

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present suitable options, and guide them after the first meeting. Admin tasks such as notes, appointment setting, and CRM hygiene are part of the role. Training is provided, and you work from home with a modern tech stack to support your success.

Candidates should be driven, trainable, dependable, and comfortable on camera, embracing a remote, outcome‑driven environment with opportunities for advancement.

Qualifications

• Soft skills focused profile: driven, trainable, dependable, competitive, comfortable on camera.

Responsibilities

• Assess client needs and teach options to meet them.
• Maintain and nurture relationships after the initial meeting.

Skills

Driven

Trainable

Dependable

Competitive

On-camera

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present suitable options, and guide them after the first meeting. Admin tasks such as notes, appointment setting, and CRM hygiene are part of the role. Training is provided, and you work from home with a modern tech stack to support your success.

Candidates should be driven, trainable, dependable, and comfortable on camera, embracing a remote, outcome‑driven environment with opportunities for advancement.