Remote Benefits Consultant - Training & Growth

Aogarciaagency; Town of Middletown (NY); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Work from home

Job summary

Aogarciaagency is hiring a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. Administrative tasks include notes, scheduling, and maintaining CRM hygiene. This role supports a remote work setup with ongoing training and a clear path for advancement.

Ideal candidates are driven, trainable, dependable, and comfortable with a camera. Interviews are conducted via Zoom and the team values a strong client relationship mindset.

Qualifications

• You must be able to assess client needs and articulate options clearly.
• You will maintain CRM hygiene and accurate notes after meetings.
• You should communicate professionally and build trust with prospects.

Responsibilities

• Assess client needs and teach suitable options during initial contact.
• Stay engaged with the relationship after the first meeting; follow up and nurture.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Needs assessment

Relationship building

Communication

CRM hygiene

Tools

Zoom

CRM software

Job description

Aogarciaagency is hiring a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. Administrative tasks include notes, scheduling, and maintaining CRM hygiene. This role supports a remote work setup with ongoing training and a clear path for advancement.

Ideal candidates are driven, trainable, dependable, and comfortable with a camera. Interviews are conducted via Zoom and the team values a strong client relationship mindset.