Remote Benefits Consultant — Full Training & Growth

AO Garcia Agency; Oregon; Hybrid; USD 34,000 - 83,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and guide them from the first meeting through the decision process. You will handle administrative tasks such as notes, scheduling, and CRM hygiene while working from home.

This role emphasizes the ability to stay client-focused, adapt to virtual communication, and maintain relationships after initial contact. Training is provided to get you up to speed.

Responsibilities

• Assess needs and present options to clients.
• Maintain the client relationship after the first meeting and ensure follow-up.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and guide them from the first meeting through the decision process. You will handle administrative tasks such as notes, scheduling, and CRM hygiene while working from home.

This role emphasizes the ability to stay client-focused, adapt to virtual communication, and maintain relationships after initial contact. Training is provided to get you up to speed.