Remote Benefits Consultant | Virtual Advisor

AO Garcia Agency; Albany (GA); Remote; USD 50,000 - 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 remote virtual consultant. You will assess client needs, teach options, and maintain the relationship after the first meeting. Administrative tasks include notes, arranging appointments, and keeping CRM data clean.

The role offers training and exposure to the current tech stack, with remote work from home. Ideal candidates are driven, trainable, dependable, comfortable on camera, and capable of competing in a fast-paced environment.

Qualifications

• Assess client needs and present practical options.
• Maintain CRM hygiene and accurate notes.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin duties: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a remote virtual consultant. You will assess client needs, teach options, and maintain the relationship after the first meeting. Administrative tasks include notes, arranging appointments, and keeping CRM data clean.

The role offers training and exposure to the current tech stack, with remote work from home. Ideal candidates are driven, trainable, dependable, comfortable on camera, and capable of competing in a fast-paced environment.