Remote Benefits Consultant Trainee

AO Garcia Agency; Federal Way (WA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Full training

No cold calling

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. You will also handle administrative duties including notes, scheduling, and CRM hygiene, enabling seamless client communication from a home-based setup.

This role emphasizes reliability, adaptability, and camera comfort for virtual interactions. Interviews are conducted on Zoom, and there is full training with a path for performance-based advancement,

Responsibilities

• Assess client needs, explain options, and nurture the relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Video comfort

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. You will also handle administrative duties including notes, scheduling, and CRM hygiene, enabling seamless client communication from a home-based setup.

This role emphasizes reliability, adaptability, and camera comfort for virtual interactions. Interviews are conducted on Zoom, and there is full training with a path for performance-based advancement,