Remote Benefits Consultant — Build Client Solutions

AO Garcia Agency; Oregon; Hybride; USD 34 000 - 55 000; Plein temps

Avantages offerts par ce poste

Work from home

Full training

Performance-based advancement

Résumé du poste

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and stay engaged after the first meeting. This role prioritizes relationship-building and strong remote communication.

Administrative tasks are part of the seat, including notes, scheduling, and maintaining CRM hygiene. The position offers work from home and opportunities for training and advancement.

Qualifications

• Assess client needs and propose suitable options.
• Maintain relationships after initial meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Responsabilités

• Assess client needs, teach options, and stay in relationship after the first meeting.
• Admin duties: notes, appointments, and CRM hygiene.

Connaissances

CRM proficiency

Remote communication

Relationship management

Outils

CRM

Description du poste

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and stay engaged after the first meeting. This role prioritizes relationship-building and strong remote communication.

Administrative tasks are part of the seat, including notes, scheduling, and maintaining CRM hygiene. The position offers work from home and opportunities for training and advancement.