Remote Benefits Consultant Trainee

AO Garcia Agency; Lafayette (IN); Remote; USD 40,000 - 60,000; 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 nurture the relationship after the initial meeting. The role includes administrative tasks like notes, scheduling, and CRM hygiene, with the flexibility to work from home. Training is provided, and there is a defined path for advancement.

Zoom interviews are used for onboarding. The position emphasizes drive, trainability, dependability, and comfort with a camera while offering a modern tech stack and

Responsibilities

• Assess needs and teach options to clients.
• Stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative tasks like notes, scheduling, and CRM hygiene, with the flexibility to work from home. Training is provided, and there is a defined path for advancement.

Zoom interviews are used for onboarding. The position emphasizes drive, trainability, dependability, and comfort with a camera while offering a modern tech stack and