Remote Benefits Consultant - Full Training

AO Garcia Agency; Casper (WY); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and stay connected with clients after the first meeting. You will handle administrative tasks such as notes, appointment scheduling, and CRM hygiene while working remotely.

The role emphasizes a driven, trainable mindset and comfort with a camera, with full training and access to the current tech stack. No cold calling is required, and success depends on building relationships online.

Qualifications

• Driven and trainable personality traits for client-facing virtual consulting.
• Comfortable with camera and performing in a remote setting.

Responsibilities

• Assess client needs, present options, and guide decision-making during the initial virtual meeting; maintain relationships afterward.
• Handle admin tasks: take notes, schedule appointments, and ensure CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and stay connected with clients after the first meeting. You will handle administrative tasks such as notes, appointment scheduling, and CRM hygiene while working remotely.

The role emphasizes a driven, trainable mindset and comfort with a camera, with full training and access to the current tech stack. No cold calling is required, and success depends on building relationships online.