Remote Benefits Consultant | Full Training + Growth Path

AO Garcia Agency; Powell (WY); 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

AO Garcia Agency seeks a virtual consultant to assess needs, teach options, and maintain the relationship after the first meeting. The role includes admin tasks: notes, appointments, and CRM hygiene, with no cold calling. You’ll work from home with full training and access to a current tech stack to support prospects and clients.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to manage a qualified-interest pipeline through ongoing client engagement.

Qualifications

• Experience using CRM systems to manage client data and follow-ups.
• Strong communication and active listening skills for virtual consultations.
• Ability to maintain CRM hygiene and accurate notes across client records.

Responsibilities

• Assess client needs and present options in a virtual setting.
• Nurture relationships after first meeting to move prospects through the pipeline.
• Handle admin tasks: notes, appointments, CRM data hygiene.

Skills

CRM management

Relationship building

Communication

Remote work

Tools

CRM software

Job description

AO Garcia Agency seeks a virtual consultant to assess needs, teach options, and maintain the relationship after the first meeting. The role includes admin tasks: notes, appointments, and CRM hygiene, with no cold calling. You’ll work from home with full training and access to a current tech stack to support prospects and clients.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to manage a qualified-interest pipeline through ongoing client engagement.