Remote Benefits Consultant | Virtual Advisor

Aogarciaagency; La Vista (NE); Remote; USD 45,000 - 65,000; 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

Aogarciaagency in the United States is seeking a virtual consultant who assesses client needs, explains options, and stays engaged after the first meeting. You will handle admin tasks, notes, and CRM hygiene as part of the role.

You will receive full training, work with the current tech stack, and enjoy a remote position with no cold calling, while focusing on building lasting client relationships and opportunities.

Qualifications

• Assess client needs and translate them into actionable options.
• Maintain CRM hygiene and accurate notes.

Responsibilities

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

Job description

Aogarciaagency in the United States is seeking a virtual consultant who assesses client needs, explains options, and stays engaged after the first meeting. You will handle admin tasks, notes, and CRM hygiene as part of the role.

You will receive full training, work with the current tech stack, and enjoy a remote position with no cold calling, while focusing on building lasting client relationships and opportunities.