Remote Benefits Consultant - Nurture Client Relationships

AO Garcia Agency; Elgin (IL); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Remote work

Job summary

AO Garcia Agency is seeking a virtual consultant who can assess client needs, teach options, and maintain ongoing relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with training provided and room to grow within a performance-driven path.

The position emphasizes a remote work setup and a current tech stack, supporting efficient engagement with qualified leads and a pipeline-driven approach.

Qualifications

• Must be comfortable working in a virtual/remote consulting capacity.

Responsibilities

• Assess client needs and explain options.
• Manage client relationships after the first meeting.
• Handle administrative tasks: take notes, schedule appointments, maintain CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera friendly

Job description

AO Garcia Agency is seeking a virtual consultant who can assess client needs, teach options, and maintain ongoing relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with training provided and room to grow within a performance-driven path.

The position emphasizes a remote work setup and a current tech stack, supporting efficient engagement with qualified leads and a pipeline-driven approach.