Remote Benefits Consultant

AO Garcia Agency; Santa Ana (CA); Remote; USD 50,000 - 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

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. The role includes administrative duties such as note-taking, scheduling, and keeping CRM hygiene up to date.

Candidates should be driven, trainable, dependable, and comfortable on camera. It’s a remote position with potential for advancement and comprehensive training.

Qualifications

• Traits that help in a consultative role: driven, trainable, dependable.
• Comfortable with cameras and virtual interactions.

Responsibilities

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

Skills

Relationship building

Trainable

Dependable

Competitive

Comfortable on camera

Tools

CRM hygiene

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. The role includes administrative duties such as note-taking, scheduling, and keeping CRM hygiene up to date.

Candidates should be driven, trainable, dependable, and comfortable on camera. It’s a remote position with potential for advancement and comprehensive training.