Remote Benefits Consultant in Training
AO Garcia Agency
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Benefits offered by this job
Job summary
AO Garcia Agency is seeking a virtual consultant who can assess client needs, present options, and nurture the relationship after the first meeting. This role includes admin tasks such as notes, appointments, CRM hygiene, and requires you to work from home with full training and a current tech stack.
You’ll join a performance-driven environment with opportunities for advancement and a qualified-interest pipeline.
Responsibilities
- Virtual consultant duties: assess client needs, present options, and stay in the relationship after the first meeting.
- Admin is part of the job: notes, appointments, CRM hygiene.
Job description
AO Garcia Agency is seeking a virtual consultant who can assess client needs, present options, and nurture the relationship after the first meeting. This role includes admin tasks such as notes, appointments, CRM hygiene, and requires you to work from home with full training and a current tech stack.
You’ll join a performance-driven environment with opportunities for advancement and a qualified-interest pipeline.
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