Remote Benefits Consultant - Client-First Advisor

Aogarciaagency; Peoria (IL); Remote; USD 50,000 - 70,000; 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 seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting.

In this role you will handle admin tasks such as notes, appointments, and CRM hygiene, and you will work from home with full training and ongoing support. The seat includes a modern tech stack and a pipeline of qualified leads. Performance-based advancement is available.

Qualifications

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

Aogarciaagency seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting.

In this role you will handle admin tasks such as notes, appointments, and CRM hygiene, and you will work from home with full training and ongoing support. The seat includes a modern tech stack and a pipeline of qualified leads. Performance-based advancement is available.