Remote Benefits Consultant & Relationship Builder

AO Garcia Agency; New Haven (CT); Remote; USD 60,000 - 80,000; 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, teach options, and maintain relationships after the initial meeting. The role emphasizes follow-up quality and ongoing client engagement.

In addition to core consulting, responsibilities include administrative tasks like notes, scheduling, and CRM hygiene, with full training provided and access to the current tech stack. This is a work-from-home position designed for remote collaboration and performance-based growth.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role emphasizes follow-up quality and ongoing client engagement.

In addition to core consulting, responsibilities include administrative tasks like notes, scheduling, and CRM hygiene, with full training provided and access to the current tech stack. This is a work-from-home position designed for remote collaboration and performance-based growth.