Remote Benefits Consultant — Needs Assessment & Relationship Builder

AO Garcia Agency; Cedar Falls (IA); Remote; USD 40,000 - 62,000; 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 is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. You’ll work remotely, driving value in every interaction.

Admin duties are part of the role: taking notes, scheduling appointments, and keeping the CRM tidy. Training is provided, and you’ll thrive in a fast-paced, goal-driven environment. Interviews on Zoom.

Responsibilities

• Assess client needs, present options, and maintain the relationship after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Interviews on Zoom.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling

• Qualified-interest pipeline

• Performance-based advancement

• Full training

• Current tech stack

• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.