Remote Benefits Consultant | No Cold Calling & Growth

AO Garcia Agency; Cumberland (RI); Remote; USD 45,000 - 65,000; 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 to assess client needs, present options, and maintain relationships after initial meetings. The role emphasizes strong client engagement and follow-through in a remote setting.

The position includes light admin duties such as note-taking, scheduling, and keeping CRM up to date. Zoom interviews are used in the hiring process, with opportunities for training and advancement within the company.

Responsibilities

• Assess needs and teach options in virtual consultations.
• Stay in the relationship after the first meeting.
• Administrative tasks: taking notes, scheduling appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after initial meetings. The role emphasizes strong client engagement and follow-through in a remote setting.

The position includes light admin duties such as note-taking, scheduling, and keeping CRM up to date. Zoom interviews are used in the hiring process, with opportunities for training and advancement within the company.