Remote Benefits Consultant Trainee

AO Garcia Agency; United States; Remote; USD 55,000 - 90,000; 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 ongoing relationships. The role includes admin duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, with interviews conducted on Zoom.

The position offers work-from-home flexibility and a path for advancement through performance. Training is provided and you will operate using the current tech stack.

Qualifications

• Soft skills suitable for virtual client engagements.
• Ability to manage admin tasks like notes and CRM hygiene.
• Experience with Zoom interviews is beneficial.

Responsibilities

• Assess client needs and present options.
• Nurture client relationships after initial meeting.
• Manage admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Tools

CRM

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain ongoing relationships. The role includes admin duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, with interviews conducted on Zoom.

The position offers work-from-home flexibility and a path for advancement through performance. Training is provided and you will operate using the current tech stack.