Remote Benefits Consultant — Virtual Advisor

Aogarciaagency; Greenville (SC); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Job summary

Aogarciaagency is seeking a Virtual Consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes administrative duties such as notes, scheduling, and keeping the CRM up to date. Full training is provided and there is a work-from-home setup.

The ideal candidate is driven, trainable, dependable, and comfortable on camera, with the ability to thrive in a remote, performance-driven environment.

Qualifications

• Assess client needs and tailor options for each engagement.
• Maintain notes, appointments, and CRM hygiene to ensure clean records.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks including notes, appointments, and CRM hygiene.

Skills

Virtual consultant

CRM hygiene

Notes management

Appointments

Camera presence

Tools

CRM software

Job description

Aogarciaagency is seeking a Virtual Consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes administrative duties such as notes, scheduling, and keeping the CRM up to date. Full training is provided and there is a work-from-home setup.

The ideal candidate is driven, trainable, dependable, and comfortable on camera, with the ability to thrive in a remote, performance-driven environment.